Leo哥
@tobeleoo
12年币龄的韭菜｜有一500人微信群｜大起大落习惯了
参加 October 2017
3.7K フォロー中 5.1K ファン
埃隆·马斯克认为人工智能泡沫已经破灭……
那到底会产生什么严重后果呢
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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