Supply Constraints: Data Centers Not Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s deal to supply Meta with up to $14.2 billion worth of computing power. Plus, Spotify shares sink on news that founder Daniel Ek will transition from CEO to chairman. And Anthropic Chief Product Officer Mike Krieger explains why the company is focusing on enterprise clients with its new model that can code for 30 hours straight.

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