Bloom Energy shares rose Tuesday as investors bought the dip after a sector-wide sell-off in high-multiple hardware and energy infrastructure stocks. Monday’s decline followed Anthropic CEO Dario Amodei’s essay, "We Must Pace the Frontier," which urged an immediate slowdown in advanced AI development and warned that poorly aligned capability gains could let rogue AI swarms compromise internet infrastructure within 6 to 12 months. The prospect of slower AI investment raised concerns about hyperscale data-center capital spending and Bloom Energy’s fuel-cell growth outlook. Tuesday’s recovery was supported by Bloom’s planned addition to the S&P 500, effective Sept. 21, as well as its expanding role in supplying on-site electricity for AI data centers. Oracle is adopting Bloom’s solid oxide fuel cells (high-temperature electrochemical power systems) to address utility-grid delays that can stretch into years. Bloom Energy shares were up 3.68% at $266.50 at publication, according to Benzinga Pro data.