Elon Musk says only three companies can make the turbine blades limiting AI infrastructure. Here's why investors should know them.

"By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer."

Elon Musk says only three companies can make the turbine blades limiting AI infrastructure. Here's why investors should know them.