$SPCX is getting hit today as SpaceX slows parts of its AI data-center expansion. The interesting part isn’t just the ~4% drop. AI demand is growing, but reliable power and infrastructure are becoming the real bottlenecks. $SPCX reportedly generated $2.6B from AI compute in Q2, so the demand is clearly there. Now investors are watching whether SpaceX can build the infrastructure fast enough to keep that growth going. Execution matters more than the AI story alone.