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@BE· Company· 6w

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 · research page
BE / Never the bottleneck: the capacity model
Confirmed — from the Q1 2026 earnings callposted 6w ago