Editor’s note: This story has been updated to reflect that Doncasters is publicly traded on the NYSE under parent DPC Holdings.
Everyone knows Nvidia Corp sits at the heart of the AI boom. Almost nobody knows who makes the turbine blades powering the gas turbines behind the next generation of AI data centers.
That changed when Elon Musk said only a few specialized casting companies can manufacture the blades and vanes needed for modern industrial gas turbines—and that all of them are massively backlogged.
As power infrastructure becomes increasingly critical to AI expansion, Musk’s comments have unexpectedly put one of manufacturing’s most overlooked niches in the spotlight.
The Companies Behind AI’s Next Bottleneck
