AI Fears Return After Elice's Disastrous Market Debut

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. The steep drop revived concerns about the durability of the AI investment boom. The segment also covers Anthropic's talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, underscoring the scale of spending still flowing into AI infrastructure. In addition, Eric Schmidt's early bet on Anthropic could pay off big, with a stake worth as much as $20 billion if Anthropic reaches a $2 trillion IPO valuation. Together, these stories capture the tension in the AI market between enormous dealmaking and growing investor skepticism, giving viewers a concise tour of the day's most important AI developments.