Over the past few weeks, the debt markets have almost completely cut off access to money for any companies whose income is significantly dependent on AI data centers - Elon Musk means that 200+ "neo-clouds" [a new type of company that rents GPU computing power to train and run AI models-. if] mass death and consolidation await. Some will survive, but not many. Musk also noted: "SpaceX closed $40 billion in debt financing to purchase GPU processors, but we have an investment grade, and we also have revenues from Starlink and launches." Telegram | maximum | strain | .

Over the past few weeks, the debt markets have almost completely cut off access to money for any companies whose income is significantly dependent on AI data centers - Elon Musk means that 200+ "neo-clouds" [a new type of company that rents GPU computing power to train and run AI models-. if] mass death and consolidation await. Some will survive, but not many. Musk also noted: "SpaceX closed $40 billion in debt financing to purchase GPU processors, but we have an investment grade, and we also have revenues from Starlink and launches." Telegram | maximum | strain | .