Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B

In the Loop AI · Jul 22, 2026 · 27m · transcript

There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.

We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.

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