No. of Recommendations: 1
Yet they leased out a huge amount of computing power to Anthropic and Alphabet, against the business needs of xAI, to generate some immediate revenue, mainly for the purpose of making 2026 look profitable at the group level, since the S&P requires a year of profitability before index inclusion.
I thought that was an interesting data point, they would rather have their competitors use the infrastructure rather than use it themselves... seems to say a lot about the confidence they have in their business.
tecmo
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