市场观察：AI 出现首轮调整，Musk 预言部分 neocloud 资金链断裂
精选理由
Musk 说不少 neocloud 会烧光钱，但算力不会消失，只是转手给有营收的公司，这条分析解释了为啥不算泡沫破灭。
X 用户 kimmonismus 发帖称 AI 行业首轮市场调整正在进行，并引用 Musk 的判断：许多 neocloud（GPU 云租赁商）将耗尽资金。该观点认为算力资产不会消失，而是流向已有稳定营收的公司。帖主据此判断不会出现整体性"泡沫破裂"。
原文 · kimmonismus
It seems the first market correction in AI is underway. Musk believes many neoclouds will run out of money.
But there's also an advantage to this, because the acquired compute won't disappear; instead, it will go to companies that already have strong revenue streams. Therefore, no "bubble" will burst.
