On October 25, 2026 Elon Musk Post On X "As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many."
Benzinga · Публикувано от източника:
Резюмето е добавено тук:
Очаква превод · показан е оригиналът.
https://x.com/elonmusk/status/2114434646914068862
Това е наличното RSS/API резюме, не пълната статия.
Източник и оригинална публикация ↗
Оригинално заглавие и резюме
On October 25, 2026 Elon Musk Post On X "As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many."
https://x.com/elonmusk/status/2114434646914068862