Dossier
Precision Castparts
Coverage of Precision Castparts in the Nexus archive.
- AI boom spins up demand for turbine makers
The AI boom is driving increased demand for turbine blades and vanes used in aircraft engines and gas turbines powering data centers. Four specialized manufacturers—Howmet Aerospace, Precision Castparts, Consolidated Precision Products, and Doncasters Group—dominate Western production, benefiting from high technical barriers, long lead times, and pricing power, though expansion risks include material shortages and past industry downturns.