AI Fears Roar Back After Elice IPO Flop

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 -------- Like this video? Subscribe to Bloomberg Tech on YouTube:    / @bloombergtech     Watch the latest full episodes of "Bloomberg Tech" with Ed Ludlow here:    • 'Bloomberg Tech' With Ed Ludlow Full Episodes     Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X:   / technology   Facebook:   / bloombergtechnology   Instagram:   / bloombergbusiness     Follow Ed Ludlow on X here:   / edludlow     Listen to the daily Bloomberg Tech podcast here: https://www.bloomberg.com/podcasts/se...   More from Bloomberg Business Connect with us on... X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   LinkedIn:   / bloomberg-news   TikTok:   / bloombergbusiness