The institutional shift is that CoreWeave is no longer best understood as a supplier sitting outside the model race. Its April 10 Anthropic announcement came after an expanded Meta partnership, and coverage described the pair as back-to-back infrastructure agreements that put CoreWeave at the center of AI deployment . That sequence changes the power relation: model labs still compete over capability, but the delivery of that capability is being routed through a narrower set of compute owners. Anthropic gets production capacity; CoreWeave gets the planning power that…