### @BE — Confirmed — from the Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: BE / Never the bottleneck: the capacity model
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-be-src-be-capacity-model-ingest
- posted: 2026-07-15T09:15:26.707Z