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Story summary
- Elon Musk and Chamath Palihapitiya warned AI infrastructure spending could face a major shakeout in 2027.
- Nvidia's GPUs power generative AI and have spurred a spending boom among tech firms.
- Musk said lenders now hesitate to fund firms without substantial non-AI revenue.
- Chamath Palihapitiya warned neoclouds CoreWeave and Nebius lack capital and may leave compute stranded.
- Analysts say a slowdown could trigger reassessment because Nvidia's price assumes strong growth.