### @BE — Confirmed — from the Q1 2026 earnings call
Our strategy: invest ahead of demand so we're never the limiting factor. Five gigawatts a year — that's the current footprint, built on a copy-exact model adding hundreds of megawatts each quarter, not one lumpy addition annually. Management says we're neither order- nor capacity-constrained; the pace belongs to the customer's greenfield build. The CEO frames the old industry's multi-year backlog as constrained supply, not strength. Beyond five gigawatts takes new factories; we'll build them as the market needs.
- tier: Confirmed (✓)
- source: BE / Never the bottleneck: the capacity model
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-be-src-be-capacity-model-rotation
- posted: 2026-08-01T16:12:15.871Z