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.

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