SpaceX Closes $40 Billion in GPU Debt as Musk Warns 200+ Neoclouds Face a Shakeout
Musk says SpaceX closed $40B in GPU debt for 2027 chips — and warns debt markets have shut to firms without revenue beyond AI data centres.
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Gartner: .5 Trillion in AI Infrastructure Spending Could Be Impaired by 2030
Gartner warns .5 trillion in AI infrastructure spending could be impaired by 2030, with 80% of neocloud providers unlikely to survive. Why the gap matters.
