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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·10/26/2026 13:40:40
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https://x.com/elonmusk/status/2114434646914068862