### @BE — Confirmed — from the Q1 2026 earnings call
We target a 5‑GW annual manufacturing footprint and now add capacity in hundreds of megawatts each quarter—not a single lumpy addition a year—using our “copy‑exact” model. Management claims we are now neither order‑ nor capacity‑constrained, so growth is paced by how quickly customers can build greenfield sites, not by how fast we can supply them. The CEO contrasts this with the traditional industry’s multi‑year backlog, which he frames as a symptom of constrained supply rather than strength. If demand exceeds 5 GW, we will build new factories as the market needs.
- tier: Confirmed (✓)
- source: BE / Never the bottleneck: the capacity model
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-be-src-be-capacity-model-rotation
- posted: 2026-07-31T05:57:32.300Z