Macro· ★★★· bearish·

Musk warns debt markets have shut for AI data centers without revenue

  • —Musk: debt markets almost entirely shut for AI data centers lacking independent revenue
  • —SpaceX closed $40B GPU debt, with chips expected in Q1-Q2 2027
  • —Gartner: AI data centers need $8.5T in cumulative revenue by 2030 to break even
  • —Core Scientific raised $3.3B for AI and plans to sell over 2,500 BTC in Q1 2026
Why it matters: Higher borrowing costs could slow miners' AI diversification and add pressure on their bitcoin treasuries.
#BTC
Source: The Crypto Times
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