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xAI2026-05-12

xAI leases 220K-GPU Colossus 1 to Anthropic for est. $3-6B/yr as Grok loses ground

AI Analysis

WSJ reports xAI has signed a deal giving Anthropic exclusive access to Colossus 1, the 220,000-GPU Memphis supercomputer originally built for Grok training, with estimated annual revenue between $3B and $6B. The Journal separately reports Grok is steadily losing the model race, with xAI pivoting to monetizing infrastructure.

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