Elon Musk says lenders have nearly stopped funding AI data center firms

Musk says debt markets are shutting out AI compute companies without outside revenue, even as SpaceX lands a $40 billion GPU financing package Elon Musk says the debt markets have largely closed their doors to AI data center companies. The one door still swinging open, conveniently, belongs to his own company. In a post on X on October 25, 2026, Musk said lenders have nearly stopped funding AI data center firms that lack independent revenue streams. He set that freeze against SpaceX’s recent success in securing a $40 billion debt package aimed mostly at buying Nvidia GPUs. Musk’s argument is simple. Companies whose only business is AI compute now face a much harder time borrowing money. By Musk’s account, SpaceX has the steady paychecks.

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