ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION
Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread failures and consolidation. Meanwhile, Musk says SpaceX has secured $40 billion in debt financing. Key related tickers: $CRWV, $NBIS, $IREN, $APLD, $CIFR. The key takeaway:…