Musk: debt markets have shut off funding for firms without AI-data-center-independent revenue
GregCook2011 · x · 2026-10-26
Citing a recent Musk statement, debt markets have almost entirely cut off access to capital for companies lacking substantial revenue independent of AI data centers — meaning the 200+ neoclouds face guppy-level death and consolidation, with only a few expected to survive.
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