xAI shares Colossus 1 with Anthropic

This is a compute-market story more than a model story: frontier labs are now comfortable buying capacity from each other when the economics make sense.

• –Anthropic gets immediate relief for Claude demand without waiting on its own infrastructure buildout
• –xAI turns Colossus 1 into a revenue-generating asset and a proof point for its infrastructure ambitions
• –The 220k-GPU scale matters because training, inference, and fine-tuning capacity are now strategic bottlenecks
• –The orbital compute idea is speculative, but it shows where the frontier is heading: power, cooling, and launch logistics, not just better models