Elon Musk said neoclouds are going to see "guppy-level death." Win McNamee/Getty Images

Elon Musk is a neocloud doomer.

The SpaceX CEO took a hard stance on the future of neoclouds — cloud companies like CoreWeave and Nebius, that specialize in providing computing power for AI — in a Sunday X post.

He wrote that debt markets are reluctant to finance any company that relies almost entirely on AI data centers for revenue. He said SpaceX has secured $40 billion in debt to buy GPUs, but unlike neoclouds, his company earns revenue from its Starlink and rocket-launch activities.

"That means the 200+ neoclouds are going to see guppy-level death and consolidation," he wrote.…