According to CoinMeta, Musk warns that the AI cloud service providers will face a major reshuffle, while GPU rental fees continue to rise, yet the financing environment is starting to tighten. The founder of a certain AI laboratory revealed that they have locked in a large amount of GPU computing power in advance, and currently, the rental fees for H100, B200, and B300 have increased by 2 to 3 times. Even if top-tier models cannot be trained in the end, profiting from subleasing computing power is still possible. However, just because GPU is purchased does not mean it can be used immediately, as many data centers are still under construction with delays in completion. Investors Chamath are concerned that in 2027, there will be a number of GPU that will remain idle due to unfinished data centers and unconnected power supplies. Financing difficulties have increased, and the price of a batch of bonds CoreWeave dropped to 78% of their face value this month. Gartner predicts that by 2030, over 80% of emerging AI cloud service providers will no longer operate independently due to bankruptcy or acquisition. Musk believes that the bond market has begun to shut the door to AI computing power companies that lack other sources of revenue.