Power, Not Computing, Becomes AI's True Bottleneck as SpaceX Bets $2.8B on Turbines

Energy has emerged as the critical constraint on AI data center expansion, and SpaceX's $2.8 billion turbine investment demonstrates how urgently companies are solving it—though at potential environmental cost. By leasing data center power to competitors like Anthropic, SpaceX is monetizing energy access as a new profit center, revealing both the lucrative opportunity and unsustainable reality of powering AI at scale.