Two AI companies are propping up the entire global capital market. Exclusive from *The Information*: Anthropic and Google reached a 5GW compute power agreement last month, accompanied by a massive bill. Over the next 5 years, Anthropic plans to spend approximately $200 billion on Google Cloud. This contract accounts for over 40% of the $460 billion+ revenue backlog (signed but not yet recognized revenue) that Google disclosed to investors last week.