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Digitimes October 30, 2026 By Charlene Chen neutral

Analysis: Elon Musk, Jensen Huang clash over neocloud survival

AI / LLMNVIDIA / GPUSupply ChainData Center
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation, and Nvidia CEO Jensen Huang, who said during an interview at the GTC Berlin conference that demand for neocloud services has exceeded expectations and current funding shortages will eventually be resolved.
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