Over 200 neocloud companies will fail and consolidate
他预测，超过200家所谓的“新云”公司（提供专为AI和机器学习工作负载设计的云计算基础设施）将面临大规模失败和整合，只有少数能够存活下来。
English original
He predicted that more than 200 so-called neocloud companies, which provide cloud computing infrastructure designed for AI and machine-learning workloads, would face widespread failures and consolidation, with only a small number surviving.
周日他在X上发帖
报道摘要
Elon Musk said SpaceX has closed $40 billion in debt financing to purchase graphics processing units, or GPUs, used to power artificial intelligence systems.
CNBC