I would vote 2.5 trillion to 3 trillion
@CL_Wong @Thonyaunn @Derrick_1234 join the vote
SpaceX Raises $40B — Has the Cloud Provider Shakeout Begun?
SpaceX rose 1.89% Friday, while CoreWeave fell 2.46% and Nebius 0.27%, as investors weighed different funding models. Reports say SpaceX raised $40B in debt and warned that over 200 AI cloud firms could fail. CoreWeave faces roughly $640M in interest costs; Nebius secured $3.5B from Citi and powered a 300-MW New Jersey data center. Bulls see capital and infrastructure consolidating among leaders; bears warn debt does not guarantee high-return contracts. What balance-sheet evidence separates a durable platform from a leveraged capacity trade?
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