Our current manufacturing footprint is targeted to deliver 5 GW a year, and we’ve shifted to adding capacity continuously—hundreds of megawatts each quarter rather than one lumpy addition annually—using a “copy‑exact” model. Management says we’re now neither order‑constrained nor capacity‑constrained, so revenue growth follows how fast customers can build greenfield sites, not how fast we can supply them. Going beyond the 5 GW baseline would require new factories, which we will build as the market needs, with step‑function timing tied to demand.

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BE / Never the bottleneck: the capacity model

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/p/p-day-20260805-be-src-be-capacity-model-rotation ↗

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2026-08-05T02:32:18.671Z