When rivals become landlords, who really controls AI's future?
If frontier AI development now depends on securing dedicated megawatts from competitors willing to lease spare capacity on 90-day notice, what happens to innovation when the energy infrastructure market tightens? Does this shift power away from the best research teams and toward whoever can build the most data centers fastest?
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This week’s Minds, Bodies, and Terawatts episode (May 25, 2026) explored Anthropic’s $18 billion commitment to xAI’s Colossus facility—a move that reveals frontier AI has become an energy infrastructure race, not a software race. When two companies that traded public jabs about civilization are now bound by compute dependency, it signals that access to dedicated megawatts matters more than raw talent or algorithms. The 90-day exit clause makes the arrangement even more revealing: both sides accepted fragility over waiting years for their own capacity. But this raises harder questions about who ultimately wins in a world where your competitor is also your landlord. Jump into the forum and let’s dig into what this means for the next wave of labs trying to break into frontier AI—and whether energy monopolies could become the new moat.
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