Veytics Intelligence
2026-10-26 · Yahoo

Elon Musk predicts many neoclouds will experience 'guppy-level death'

SpaceX (SPCX) has confirmed it has closed a deal with Nvidia (NVDA) for $40 billion of AI chips. Elon Musk went on to comment that many neocloud companies will experience "guppy-level death" through consolidations. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian report further on Musk's comments. Video Transcript 00:00 Speaker A SpaceX confirmed that its $40 billion finance lease deal for Nvidia chips with Apollo backing it is is confirmed. They they are doing that now, right? You know, this comes on the back of this weekend when Elon Musk was talking about how he also confirmed that we got this $40 billion deal for them for Nvidia uh GPUs. Uh, but then he also added a couple other things, right?

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