Forefront Daily - The AI Bubble Question

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 telecom crash that left fiber standing and investors with 20 cents on the dollar. Watch on YouTube: https://youtu.be/gIS36Y-WHTY Sponsor Forefront: https://muse.ai/s/forefront-sponsor-rate-card-si6pxbxpxe8elk Tools we use: https://muse.ai/s/forefront-tools-we-use-ui6pxbxpxcxmjqxi Advisory: https://muse.ai/s/work-with-aman-advisory-xki6pxbxprxwxy7xo Job board: https://muse.ai/s/forefront-job-board-xwxp6pxbxpxgo5xrxg Work with us: https://docs.google.com/forms/d/e/1FAIpQLSeyLOAFaUH2ksZd1VkQ94YoyFbKp5CB5RuOt9sLR1YQs-x4TQ/viewform Newsletter: https://forefrontshowofficial.substack.com X: @Forefrontshow_ Instagram: https://www.instagram.com/forefrontshow LinkedIn: https://www.linkedin.com/company/forefrontshow RSS: https://anchor.fm/s/11810b5d0/podcast/rss