Three former SpaceX engineers have pivoted their talents to the world of industrial automation, launching a startup called 1872 with ambitious plans for an AI-driven factory that can manufacture steel parts. The company’s first target is the production of steel skids for modular buildings and critical infrastructure.

The focus on automation isn’t just about cutting costs; it’s a response to looming shortages in skilled labor, especially in welding professions, which are crucial for sectors like AI data centers and shipyards. By 2029, the United States is expected to require an additional 320,500 welders due to retirements and increased demand.

"We're building towards autonomy, but not necessarily full autonomy," CEO Dan Summers told Ars Technica. "We might settle for 80 percent automation if that's where the returns are."

The push for greater automation also addresses concerns about a shrinking pool of skilled workers in an era defined by the exponential growth of technology and industry.