SpaceX 'Crunches' to 1.7GW in 5 Months: Will Modularization Rewrite AIDC Construction Rules?

SemiAnalysis' breakdown of SpaceX's extreme construction speed, along with Alibaba's CUBE 5.0 compressing large-scale AIDC delivery to 100 days, has put modularization back in the market spotlight. As projects move toward hundreds of MW and even GW scale, power, skilled labor, and on-site construction are becoming the binding constraints. Modularization shifts a significant portion of mechanical and electrical work to factories, transforming serial engineering into parallel manufacturing, while beginning to balance speed, cost, and quality. As AIDC transitions from one-off engineering to replicable products, where will industry chain profits migrate?