This is precisely why. xAI spent a huge amount on compute hardware, then got absorbed into SpaceX.
SpaceX doesnt have need for that much compute, and there’s certainly not enough Grok demand for it. Meanwhile Anthropic is desperately looking around for anyone to buy compute from.
Apparently they are about to IPO as well. And apparently Xitter is now part of the same company. They should just call it XXX (SpaceX, xAI and Xitter).
This is precisely why. xAI spent a huge amount on compute hardware, then got absorbed into SpaceX.
SpaceX doesnt have need for that much compute, and there’s certainly not enough Grok demand for it. Meanwhile Anthropic is desperately looking around for anyone to buy compute from.
Apparently they are about to IPO as well. And apparently Xitter is now part of the same company. They should just call it XXX (SpaceX, xAI and Xitter).
https://www.cnbc.com/2026/05/20/spacex-ipo-live-updates.html