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Reporting
On October 25, 2026, Elon Musk pointed out on X that the debt market's supply of capital to companies dependent on AI data centers has been almost entirely cut off.At the same time, he projected that over 200 neo-cloud companies would face a 'guppy-level culling and consolidation,
“Elon Musk's Warning on the 'Mass Culling of Neo-Clouds': Why AI Computing Infrastructure Financing Has Reached a Turning Point”
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