After integrating with SpaceX in February 2026, xAI began providing large-scale compute capacity to Anthropic and Google. In early May, xAI announced that it would provide Anthropic with access to its Colossus 1 data center in Memphis, allowing Anthropic to retract the peak-hour usage limits it had previously implemented. The contract value reaches $1.25 billion per month for 300MW (approximately 220,000 GPUs). Most recently, Google announced a similar partnership. Regarding this revenue structure ahead of SpaceX's IPO, a discussion on Hacker News comparing xAI to "a data center REIT rather than a frontier lab" garnered 692 points and 552 comments.
Source: xAI is looking more like a datacentre REIT than a frontier lab (HN 692pt・552 comments) (HN Search (backfill))