马斯克发文警告200余家neocloud将大规模死亡与整合，NBIS/CRWV/IREN等AI基建股盘前跌逾3%

Shares of major neocloud companies fell in premarket trading Monday after Elon Musk warned that more than 200 firms in the sector could face widespread failures and consolidation amid tightening credit markets. Nebius ( NBIS ), CoreWeave ( CRWV ) and Iren ( IREN ) each dropped more than 4% before the market open, adding to investor concerns over debt-fueled expansion and whether massive investments in AI infrastructure will generate sufficient returns. “200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many,” Musk said in an X post , where he announced that SpaceX raised $40B in debt to buy GPUs. He noted that debt markets had almost entirely shut off access to financing in recent weeks for companies without substantial revenue streams independent of AI data centers, adding that SpaceX ( SPCX ) investment-grade credit standing and revenue from its Starlink satellite internet and rocket-launch businesses helped the company secure financing despite a sharp deterioration in lending conditions for AI infrastructure developers. Asked by a user whether he was trying to drive the stock prices down for a potential buyout, Musk replied: “SpaceX is not buying any neoclouds. Pointless.” Other AI infrastructure and data center-related stocks that fell premarket include DigitalOcean ( DOCN ) -0.3%, Galaxy Digital ( GLXY ) -2.6%, Hut 8 ( HUT ) -4.3%, Applied Digital ( APLD ) -1.9%, Core Scientific ( CORZ ) -1.3%, Bitdeer Technologies ( BTDR ) -2.4%, CleanSpark ( CLSK ) -1.8%, TeraWulf ( WULF ) -1.4% and Cipher Digital ( CIFR ) -2.1%.