.@ShanuMathew93 explains why $80 billion per gigawatt AI economics could push frontier compute toward high-value use cases like cyber, defense, and life sciences: "If you pay $20 billion a gigawatt, that means to make a margin on that, you need to make much more than $20 billion per gigawatt." "On that 16 billion, at the 80% API margin that people talk about Anthropic making on inference, that means they need to monetize at $80 billion a gigawatt." "As much as enterprises wanna talk about…