Anthropic's decision to source compute from xAI at $1.25 billion per month is not simply a procurement choice — it is an admission that the company's model demand has outpaced what its own infrastructure and existing cloud agreements can absorb. For a lab that has positioned itself as the safety-conscious alternative to faster-moving competitors, the arrangement with Musk's xAI is the kind of structural dependency that surfaces during IPO due diligence and does not disappear with a prepared answer.
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