Bloom Energy Gains 8% as Elon Musk Says AI’s Real Limit Is “Power and Cooling,” Not Chips

Key TakeawaysBloom Energy shares rose 8% today after SpaceX CEO Elon Musk said power and cooling hold back AI more than chips do, and that SpaceX plans to add 20 gigawatts of power and cooling by the end of 2027. Musk’s comment makes the case for on-site power stronger, but Bloom’s stock already prices in a lot of growth.