Elon Musk, Jensen Huang have opposing outlooks on AI neoclouds. Who is likely correct?
South China Morning Post
The brief
As investor anxiety over an artificial intelligence bubble mounts, SpaceX’s Elon Musk and Nvidia chief Jensen Huang have offered starkly divergent outlooks on whether the specialist cloud providers powering the boom can survive their mounting debts. While Musk has warned of impending collapses and consolidation among the more than 200 dedicated graphics processing unit (GPU) rental ventures known as “neoclouds”, Huan…
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South China Morning Post
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