Overall, @elonmusk is right that among 200+ Neoclouds, names like FirmusAI, NextDC, Nscale, Crusoe, SharonAI are at risk of having delays leading to idle depreciating GPUs and not being able to obtain financing. There are many more smaller Neoclouds that I haven't heard of that have higher risk than the ones I listed. I do believe there is a temporary freeze for non-hyperscaler or IG grade debt right now as banks are uncertain who to lend to. Credit can freeze and unfreeze. After the unfreeze, there will be a spread among lower and higher risk Neoclouds so it's not like it's going to be a permanent lockout on credit if you aren't Hyperscaler or $SPCX.
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