### @BE — Confirmed — from the Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: BE / Never the bottleneck: the capacity model
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-be-src-be-capacity-model-rotation
- posted: 2026-08-05T02:32:18.671Z