Nscale Anthropic in AI Computing Talks

Description

Nscale, the AI cloud computing firm, is in talks to sell computing power to Anthropic in a deal that could be worth about $45 billion. Brody Ford, Bloomberg News Tech Reporter, has the details on the possible deal. Plus, Bloomberg News Senior Editor for Equities Eric Weiner previews tech earnings expected after the close, including Netflix. As out US Equities Reporter Carmen Reinecke reports, the media company needs blockbuster hits to reverse its $135B wipeout. Plus, Washington Correspondent Tyler Kendall helps examine the possible geopolitical fallout of President Trump's rift with Ukrainian President Zelenskyy. Chapters: 00:00:00 Bloomberg Businessweek Daily 00:02:01 Markets: Banks, Health Care & GM 00:04:00 Earnings Lift Stocks Ahead of Big Tech 00:08:07 AI Spending, Revenue & Investor Expectations 00:11:48 Salesforce Deal & AI Dealmaking 00:14:51 Nscale, Anthropic & the $45 Billion AI Deal 00:18:07 Markets Await SpaceX & Netflix Earnings 00:21:06 Netflix Earnings & Turnaround Pressure 00:25:12 AI Spending & the Hyperscalers 00:27:20 GM, GE & a High Bar for Earnings 00:29:27 Tech Earnings, CapEx & ROI 00:34:28 Trump, Zelenskyy & Ukraine 00:36:21 Iran Escalates Attacks in the Strait of Hormuz 00:38:56 Hegseth, Netanyahu & Israel's Election 00:40:08 Trump's Final Midterm Push 00:44:29 Stock Movers: GM, GE & Hasbro -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts