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Elon Musk warns that "over 200 new cloud vendors will face extinction", while SpaceX (SPCX.US) itself has placed one-third of its revenue on a cancellable contract.

Elon Musk warns that "over 200 new cloud vendors will face extinction", while SpaceX (SPCX.US) itself has placed one-third of its revenue on a cancellable contract.

智通财经智通财经2026/10/30 01:21
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According to Zhihui Finance APP, when the AI sector experienced a dramatic sell-off in late October, a routine disclosure document from Elon Musk’s SpaceX (SPCX.US) brought a structural crack—previously concealed by high-speed growth—into the spotlight.
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