Anthropic pays xAI $1.25B/month for compute
anthropic signed a deal to pay xai $1.25 billion per month for 300 megawatts of compute capacity through may 2029.
anthropic will pay xai $1.25 billion per month to secure 300 megawatts of compute from the colossus 1 supercluster, effectively renting the entire facility. the contract extends through may 2029 and could generate more than $40 billion in revenue for xai, which needs to monetize excess capacity. this arrangement marks a shift toward a 'neocloud' model where ai companies lease infrastructure to competitors rather than letting servers sit idle. xai likely has spare capacity because user demand for its grok assistant has dropped recently. both parties can terminate the contract with 90 days' notice.