Tesla Telemetry Original
Pretty much. As of the past few weeks, debt markets have almost entirely shut of
Tesla Telemetry OriginalNews
"Pretty much.
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."
(Source: X · @elonmusk)
"Pretty much. 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, bu"— X · @elonmusk
View the source post →Original reporting by Tesla Telemetry, based on the linked source post.
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