. The expansion has the potential to enable fulfillment of $8 billion in commercial orders by 2025 at the headquarters in Rhode Island.
Potential...... 8 billion
It is very poorly written.
You suggest that they are saying the market potential is $8B in 2025, but that is not their current order book. That makes sense.
But there is another way to read it: “The expansion has the potential to enable fulfillment of $8 billion in commercial orders by 2025 at the headquarters in Rhode Island.” I interpret that to say that the plant expansion will have enough capacity to fill their $8 billion order book by 2025.
Your interpretation is probably correct. There is no way they can have that many orders.
Regardless, I cannot believe anybody would invest in a factory that could produce $8 billion of product in a few years without a strong, non-cancelable order book.
I worked in enough startups to know how this game is played.