Elon Musk and Jensen Huang are engaged in a public standoff over neoclouds, companies that rent out computing capacity in their data centers to AI labs such as OpenAI or Perplexity. Musk maintains that many will go bankrupt due to the difficulties of financing enormous investments, while Huang argues that demand for computing will sustain the business and that the lack of liquidity is temporary. The debate directly affects the infrastructure that trains and runs generative AI models. The neocloud business relies on buying accelerators, setting up data centers, and reselling computing hours; the problem arises when rental contracts do not cover the amortization cost of hardware that depreciates quickly. Nvidia has mobilized agreements with BlackRock, Goldman Sachs, and Blackstone to raise capital and sustain the chain. The technical discussion revolves around payback periods, the actual utilization of GPUs, and the risk of being left with idle capacity if training demand cools off.