With Musk and Huang at odds on AI neoclouds, can China weather the storm?

Elon Musk, Jensen Huang have opposing outlooks on AI neoclouds. Who is likely correct? Musk warns of AI neocloud failures, but Huang says robust demand would solve the sector’s growing liquidity crunch
The dispute highlights the growing liquidity pressures facing AI infrastructure providers worldwide, including in China, where tech giants and specialised data-centre developers are committing tens of billions of dollars to build computing capacity before clear monetisation pathways emerge.