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: Financing constraints could accelerate consolidation across the AI infrastructure sector.(彭博社)