SITUATION EXPLAINED: Elon Musk says lenders have almost entirely cut off AI cloud companies, and 200+ of them face "guppy-level death." • Neoclouds like CoreWeave and Nebius rent out GPUs to AI companies, and many borrowed heavily to build their data centers • @elonmusk says SpaceX just closed $40B in GPU debt because it's investment grade with Starlink revenue • CoreWeave and Nebius fell about 3% in premarket trading after his post, and CoreWeave's unsecured bonds now yield nearly 15% • SF…