Elon Musk says SpaceX will directly cast key gas turbine components to reduce power-supply bottlenecks for AI infrastructure. A secret foundry in Bastrop, Texas is known as a facility to make turbine blades and vanes. Musk says solar capacity is being built rapidly at SpaceX and Tesla, but natural gas will be needed for several years. The move comes as data centres face constraints from power grids and turbine supply limits, amid rising concerns over air pollution and health impacts.

Jim Cramer said the data centre investment theme is not over, but the winners may change as political and local opposition increases. He said pushback over power costs, water use and community burdens is pressuring related stocks, and that stricter requirements in places such as Pennsylvania and Texas could curb unchecked expansion. Cramer said hyperscalers such as Amazon, Alphabet, Microsoft and Meta may benefit, while some suppliers could face pressure.