Bloom Energy (NYSE:BE) shares rose 7% to $237.27 in morning trading, while FuelCell Energy (NASDAQ:FCEL) gained 2% to $12.60 and Plug Power (NASDAQ:PLUG) slipped 0.4% to $1.40. Elon Musk said on SpaceX's earnings call that power, cooling and infrastructure constrain AI deployment more than chips, and SpaceX plans an incremental 20 gigawatts of power and cooling infrastructure next year. The article says Bloom Energy sells on-site fuel cell power systems for data centers, so it is most directly tied to that demand, while FuelCell focuses on utility-scale platforms and Plug Power on hydrogen fuel and material-handling equipment. Bloom Energy's third-quarter report is expected October 22 after the close.
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