Is xAI a neocloud now? | TechCrunch
techcrunch.com · 1,012 words · saved by 1 readers
xAI's real business may be more about building data centers than training AI models.
Is xAI a neocloud now? | TechCrunch Image Credits: Fabrice COFFRINI/AFP / Getty Images AI Is xAI a neocloud now? Russell Brandom 2:32 PM PDT · May 6, 2026 On Wednesday, xAI and Anthropic announced a surprise partnership that has the Claude-maker buying out “all of the compute capacity at [xAI’s] Colossus 1 data center,” roughly 300MW that allowed Anthropic to immediately raise its usage limits. It’s a huge deal for xAI, likely worth billions of dollars. More importantly, it immediately monetized one of the company’s most impressive accomplishments , turning xAI from a consumer to a
saved by
related reading
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- Meta Compute: Everyone Wants To Be A Neocloudnewsletter.semianalysis.com
- Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fastcloudedjudgement.substack.com
- AI Is Slowing Downwheresyoured.at
- Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com
- How to Build the Future of AI in the United States | IFPifp.org
- IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESSsituational-awareness.ai
- To Boldly Go: The Case for Space Datacentersnewsletter.semianalysis.com
- Frontier labs don’t use most AI compute (yet) - by Josh Youepochai.substack.com
- The Short Case for Nvidia Stock | YouTube Transcript Optimizeryoutubetranscriptoptimizer.com
- Dario Amodei — "We are near the end of the exponential"dwarkesh.com
- Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructuresemianalysis.com