*[[Elon Musk]]: "As of the past few weeks, [[debt market]]s have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of [[AI]] [[data center]]s...That means the 200+ neoclouds are going to see guppy-level death and consolidation...Some will make it through, but not many." [https://www.cnbc.com/2026/10/26/neocloud-stocks-today-coreweave-nebius-iren-elon-musk.html] | *[[Elon Musk]]: "As of the past few weeks, [[debt market]]s have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of [[AI]] [[data center]]s...That means the 200+ neoclouds are going to see guppy-level death and consolidation...Some will make it through, but not many." [https://www.cnbc.com/2026/10/26/neocloud-stocks-today-coreweave-nebius-iren-elon-musk.html] |