Compute dependence has always been the leverage point in the AI industry — whoever controls the chips controls the ceiling. Anthropic's decision to route $1.25 billion a month through xAI is not merely a procurement choice; it hands Elon Musk a material stake in Anthropic's operational continuity at precisely the moment Anthropic is positioning Claude as the ad-free, trust-first enterprise option. Enterprise buyers who chose Claude over ChatGPT partly on the basis of who Anthropic is not now need a second argument.
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