AI bubble bursting or just letting out air? Neoclouds may offer clues
Elon Musk’s recent warning of a mass die-off among AI cloud companies has put fresh pressure on a market already rattled by falling bond prices and mounting concerns over debt-fuelled data-centre spending. The Tesla and SpaceX chief predicts a wave of failures and consolidation among neoclouds, just as Nvidia CEO Jensen Huang assured investors that demand for computing capacity is “off the charts”.
