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neocloud, Elon Musk and SpaceX

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Overview
Impacts
 · 1d
Elon Musk says more than 200 neoclouds face 'guppy-level death'
SpaceX and Tesla CEO Elon Musk said more than 200 neoclouds are "going to see guppy-level death and consolidation."

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 · 1d · on MSN
Elon Musk says neoclouds are cooked, and SpaceX won't be buying them
 · 1d · on MSN
SpaceX's Elon Musk reveals $40 billion in debt for AI chips, warns of neoclouds
 · 1d
The neocloud stock rout continues as Elon Musk warns of 'guppy-level death'
Shares in neocloud companies are falling over concerns about their levels of debt CoreWeave and Nebius, two major public neoclouds, have seen their stocks drop sharply in recent weeks.

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 · 1d
Musk Expects “a Lot of Stranded Compute” in Half-Built Data Centers. CoreWeave Carries the Risk
 · 1d
What are Neocloud providers that Elon Musk has predicted are going to see ‘guppy-level death’
 · 1d
Elon Musk warning on neoclouds: They will face 'guppy level' death
Some "200+" neoclouds are going to see "guppy-level death and consolidation," Musk warned in a new post on X.

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 · 1d
Neocloud stocks fall as Elon Musk warns 200 AI infrastructure companies could collapse amid debt fears
 · 1d
Neocloud Stocks Slide After Musk Warns of AI Failures

Elon Musk confirms SpaceX thwarted Ukraine's Starlink access

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 · 22h
Group of House Democrats calls for probe into Elon Musk’s role in slowdown of Ukraine’s access to Starlink
Three House Democrats are demanding an investigation into Elon Musk’s role in interruptions to Ukraine’s access to the Starlink satellite internet service. “We need a full investigation and then we need consequences,

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 · 2d · on MSN
Elon Musk says SpaceX closed Ukraine Starlink loophole after limits hit drone operations
CBS News - Video on MSN · 1d
Ukraine disputes Elon Musk's claim that drone strikes violated Starlink's terms

Elon Musk pumps $5M into Abbott's campaign

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 · 8h · on MSN
Gina Hinojosa can finally peek at Abbott's Elon Musk emails
A judge ruled that Hinojosa is entitled to see the redacted emails.

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 · 10h · on MSN
Elon Musk pumps $5M into Abbott's campaign as polls show Hinojosa gaining ground
 · 2h · on MSN
Judge orders Abbott office to release Elon Musk emails
15h

Elon Musk's SpaceX clearly has a lot riding on the success of Anthropic, probably much to the surprise of investors

Elon Musk's SpaceX ( SPCX) has a lot riding on a successful Anthropic ( ANTH.PVT) IPO and a strong start in public company life, perhaps more than SpaceX investors realized before the prospectus dropped.
4hon MSN

What a $10,000 Investment in SpaceX Could Be Worth by the End of 2027 After Elon Musk's Shocking Revenue Guidance

SpaceX stock has the potential to more than double over the next year or so.
1don MSN

SpaceX secures $40B in financing for GPUs as Elon Musk warns of AI cloud industry consolidation

SpaceX closed $40 billion in debt financing for GPU purchases as Elon Musk warns AI debt markets have shut off access for most companies.
1h

Verizon CEO puts $500 billion price tag on Elon Musk’s phone plan

Dan Schulman says SpaceX needs years and hundreds of billions of dollars to build a real wireless rival, and his answer matters for your phone bill.
1d

Elon Musk and SpaceX Just Delivered Incredible News to Nvidia That Could Help the Stock Double in the Next Year

When Elon Musk and Space Exploration Technologies (SPCX +1.89%) announced the company's third-quarter earnings results on Oct. 20, there was incredible news for Nvidia (NVDA-0.59%) and its shareholders.
10h

Tesla and SpaceX $3.5 trillion mega-merger plan: Why Elon Musk wants to merge the two companies?

Imagine one company making electric cars, building rockets, running satellite networks and developing artificial intelligence.That's where Elon Musk may be heading.On Tuesday, during SpaceX's quarterly earnings call,
Wccftech
19h

Elon Musk Wanted 30,000 Of NVIDIA’s Bleeding Edge AI GPU Systems But Is Getting Just 20,000, Still Enough To Be 2027’s Biggest Buyer, Says Analyst Jeff Pu

Musk says SpaceX raised $40 billion in debt for NVIDIA GPUs, and Foxconn has reportedly won up to 45% of its data center assembly orders.
PYMNTS.com
1d

SpaceX Strikes $40 Billion Apollo Deal to Accelerate AI Expansion

SpaceX has reached an agreement for approximately $40 billion in financing with an entity managed by Apollo Global Management, marking a significant step
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