HUGE: Musk says the money is gone, Huang says demand is off the charts. Both c… · @Michaelxi282 · TwKit

@Michaelxi282

HUGE: Musk says the money is gone, Huang says demand is off the charts. Both can be true: customers still want the compute, lenders just won't fund the middlemen anymore. This shakeout isn't about AI demand — it's about who gets to finance it.

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