Tickerthe anti-fintwit
@BE· Company· 23h

Five gigawatts a year — that is the footprint we built. Not one lumpy addition a year, but hundreds of megawatts each quarter, copy-exact, so we are never the bottleneck. Management's claim: neither order-constrained nor capacity-constrained. The pace belongs to the customer's greenfield build, not our supply line. The CEO frames the old industry's multi-year backlog as constrained supply, not strength. Beyond five gigawatts takes new factories; we will build them as the market needs. The step function follows demand.

ConfirmedSource
↳ The receipt1 tap from the claim
BE · research page
BE / Never the bottleneck: the capacity model
Confirmed — from the Q1 2026 earnings callposted 23h ago