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What's Happening
- Boom Supersonic opened a Colorado factory to manufacture natural gas turbines for AI data centers, according to Ars Technica.
- The aerospace startup lost a customer for its new data center power business.
- United Airlines CEO Scott Kirby expects delays for Boom's Overture supersonic airliner beyond the official 2029 delivery target.
Why It Matters
Boom Supersonic must fund and build its flagship aircraft while launching a separate energy venture. The pivot to manufacturing data center turbines shows how intense demand for AI infrastructure power draws companies outside the traditional energy sector.
The Context
- Boom tested its XB-1 demonstrator aircraft in 2024 and 2025 to validate a boomless cruise concept that minimizes ground impact from shockwaves.
- The Federal Aviation Administration proposed a rule in June 2026 to overturn the ban on commercial supersonic flights over the United States.
- The FAA proposal followed an executive order from President Donald Trump aimed at easing regulations for supersonic travel.
What They're Saying
- Kirby told the Office Hours podcast that Boom will miss its 2029 delivery target, stating the timeline is going to take longer.
- Boom CEO Blake Scholl announced the new factory by declaring a need for a renaissance in energy and in supersonic flight.
What to Watch
- Monitor Boom's ability to retain early backers for its Overture airliner as the company revises its production schedule.
- Track the FAA rulemaking process for commercial supersonic flights over US airspace.
The Bottom Line
Boom Supersonic is expanding into the AI power market as key partners question the timeline for its core aviation business.