According to CoinMeta, Musk warned that as lenders tighten financing, more than 200 cloud service providers could face closure or merger. In a tweet on October 25th, he stated that the debt market has essentially stopped providing financing to companies without a primary source of revenue, which means these emerging cloud service companies will face significant survival pressures. Musk also mentioned that only a few companies are likely to survive. According to forecasts, by 2030, over 80% of cloud service providers will cease independent operations, and infrastructure spending is expected to face a risk of impairment of over $3.5 trillion by 2030. Despite these concerns, it is predicted that spending on optimizing cloud infrastructure will increase from $66 billion in 2027 to $174 billion by 2030.