According to CoinMeta, as reported by Cailian News on October 27th, Elon Musk, the CEO of SpaceX, recently warned that over 200 new cloud companies will go bankrupt or merge on a large scale, and not many will be able to survive. This warning is almost the exact opposite of what Jensen Huang, the CEO of NVIDIA, previously stated. At the GTC conference, Jensen Huang pointed out that market demand for new clouds far exceeds expectations. Despite the urgent need for financial support and the issue of capital shortages faced by these new cloud companies, he believes that this problem will definitely be resolved. Analysts at JPMorgan Chase noted that Musk's remarks have triggered a new wave of panic trading. JPMorgan Chase believes that the artificial intelligence debt market is becoming more selective regarding artificial intelligence infrastructure, but they are not concerned about the broader financing crisis. The market intelligence team at JPMorgan Chase emphasizes that the credit shortage is concerning, but the current consensus is that ultra-large data center operators are in good condition, and large operators will continue to dominate the market. The return on investment for small enterprises, including new types of cloud service providers, remains positive as well.