🚨Google just put $40 BILLION into Anthropic. Amazon put $25 billion in two days ago. Google has Gemini. Amazon has no frontier lab. They signed structurally identical deals anyway. Both bundled exactly 5 gigawatts of cloud compute over five years. Anthropic's committed compute now sits at roughly 10 gigawatts across both hyperscalers. That's the continuous output of ten nuclear reactors. NYC peak summer demand is about 11GW. One AI lab has contracted for the power draw of a major American…