Anthropic signs $1.5B/month compute deal with xAI's Colossus data center
About This Episode
Anthropic will pay xAI $1.5 billion per month for compute resources from the Colossus data center near Memphis, Tennessee. The Colossus facility will dedicate all 300 megawatts of its computing power to Anthropic under the deal. The deal represents one of the largest single compute procurement agreements ever disclosed publicly.
Our Take
When two supposed AI rivals — Anthropic and xAI — sign an $18B/year compute deal, the real story isn't competition: it's that frontier AI has quietly become an energy infrastructure race, and whoever controls the megawatts controls the future.
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