Is xAI a neocloud now?

xAI and Anthropic struck a major compute deal, with Anthropic set to buy all available capacity at xAI’s Colossus 1 data center.

The agreement gives Anthropic more training capacity while creating a large new customer for xAI’s infrastructure.

The move suggests xAI may be monetizing excess GPU capacity like a neocloud provider, not just building its own AI models.

It also highlights how xAI’s data center strategy could become a meaningful revenue business alongside Grok and other products.