Forefront
Forefront Daily - The AI Bubble Question
13:53
Nscale wants a $30B IPO valuation while some investors push $16-19B, and Anthropic is in talks for a second ~$45B compute deal with the same company. This episode asks whether AI infrastructure can suffer a financing bust without a demand bust, with three live receipts: CoreWeave's bonds trading at ~15% yield, a termination clause in the fine print of Anthropic's $44.6B signed deal, and the…