Data Centers
AI Infrastructure Partnerships
Artificial Intelligence
M & A
AI Acquihire Scrutiny
Energy
AI Data Center Build
14
Score
AI labs turn rivals into compute suppliers as shortage pushes deals like Anthropic-xAI
Major AI developers are short on computing capacity, and executives are now personally deciding how it gets allocated, according to a Wall Street Journal report. Rivals are forming alliances to secure supply. The clearest case is Anthropic, which agreed to buy compute through xAI's Colossus clusters through May 2029 at roughly $1.25 billion a month, according to a SpaceX IPO filing. xAI is now part of SpaceX and competes directly with Anthropic. OpenAI also finalized a deal to use Google Cloud for additional capacity despite its rivalry with Google's Gemini models. Nvidia is reportedly in talks to acquire Reflection AI, possibly through an acqui-hire.
October 10, 2026
Details arrow_forward