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AI infrastructure

Nscale Anthropic Deal: Second $45 Billion AI Cloud Pact

Nvidia-backed Nscale is in talks to sell Anthropic $45 billion of AI computing from a second Monarch campus building running Nvidia Vera Rubin chips.

CoreWeave Credit Spreads Widen as AI Debt Fears Grow

CoreWeave's credit spreads widened 86 basis points to 934 as bond markets balked at AI data-center debt, raising fears of a classic capital bust.

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