Elon Musk seems to have just gone to war with AI neoclouds – cloud computing providers that deliver GPU-as-a-Service and AI inference capacity – aiming at their debt-heavy soft underbelly in what might be a cynical attempt at softening a prime target for subsequent acquisition. Elon Musk echoes Chamath Palihapitiya’s epic dismissal of AI neoclouds as a viable business model, saying their access to debt markets is now “almost entirely shut off” If you are an executive at CoreWeave, Nebius, Crusoe Cloud, or Lambda Labs, Elon Musk has just ruined your Sunday plans. This saga began on Saturday, when Elon […]
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