Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card

xAI's pivot to selling AI compute to rivals like Anthropic and Google signals compute scarcity is reshaping competitive dynamics across AI labs.

• xAI's cloud pivot: SpaceX/xAI's data-center unit now leases compute to Anthropic ($45B + $40B deals per Reuters), Google, and Reflection.ai after Musk initially resisted the idea.
• Record build speed, reliability tradeoffs: xAI brought 200,000 GPUs online in 122 days using ABB robots and modular data-center builds, but suffered outages from skipping backup systems; talks with Microsoft reportedly occurred.

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