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Applied Digital CEO Wes Cummins responded in a CNBC interview to Elon Musk's prediction of a 'guppy-level death' for more than 200 neoclouds.

The exchange puts a high-profile debate on neocloud survival in front of investors weighing which smaller GPU-cloud operators can compete with CoreWeave and Nebius.
NewswireSlicast · November 2, 2026 at 16:22 UTC · US · Source: CNBC
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Applied Digital CEO Wes Cummins responded in a… · Slicast