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Elon Musk

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musk neocloud stocks
NewsInfrastructure

Neocloud stocks fall after Musk predicts 'guppy-level death'

Elon Musk wrote on X that lenders have cut off companies reliant on AI data centers, deepening a month-long slide in CoreWeave, Nebius and Iren.

Eduard Mur·Oct 26, 2026
spacex gpu debt deal
NewsInfrastructure

Musk says SpaceX closed $40 billion debt deal for GPUs

Bloomberg reported pricing talks were still underway late on October 25, as Musk said lenders have all but shut off money for most neoclouds.

Eduard Mur·Oct 26, 2026