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Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt's early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation.
00:00:00 - Bloomberg Tech Begins
00:01:21 - Peter Elstrom, Bloomberg News
00:03:59 - Bailey Lipschultz, Bloomberg News
00:07:35 - Stephanie Aliaga, JPMorgan Asset Management
00:15:04 - Natasha Mascarenhas, Bloomberg News
00:17:13 - Mandeep Singh & George Ferguson, Bloomberg Intelligence
00:22:59 - Isabelle Lee, Bloomberg News
00:25:32 - Kate O’Keeffe, Bloomberg News
00:29:42 - Phillip Buckendorf, ASI, Founder & CEO
00:38:06 - Felix Gillette, Bloomberg News
00:40:41 - Loren Grush, Bloomberg News
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