# Neocloud Concerns Return After Elice Selloff

An episode of [Bloomberg Tech](https://invisiblenetwork.ai/podcast/1611767434), 20 Oct 2026, 41 min.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/41764a4f-fc64-4e11-89ba-ae7c0030ab5e/e653731d-abe6-4477-9f08-b4e90118f3ad/audio.mp3?utm_source=Podcast&in_playlist=9caafc41-289c-4115-995d-ae7c0030ab75

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. See omnystudio.com/listener for privacy information.

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