Elon Musk’s xAI Leased Its Supercomputer to Anthropic — Is Grok 5 in Trouble?
Link to our newsletter: https://bitbiased.ai/ Elon Musk’s xAI reportedly leased its original Colossus supercomputer to Anthropic—the company behind Claude—raising major questions about the future of Grok 5. In this video, we break down the compute agreement described in the filing, examine why Musk’s previous statements appear difficult to reconcile with the reported lease, and analyze what this could mean for xAI’s frontier-model ambitions. We also look at the reported decline in Grok app downloads, the economics of the alleged multi-year compute deal, the role of Colossus 2, and whether xAI may be prioritizing predictable infrastructure revenue over an aggressive Grok 5 release schedule. Does this mean xAI is stepping away from the frontier AI race—or is leasing older infrastructure simply a smart business decision while Colossus 2 takes over future training? Watch the full breakdown before deciding. Chapters 00:00 Introduction 00:54 The Filing Nobody Expected to Reveal This 02:24 Musk’s Own Words Do Not Line Up 03:48 The Download Numbers Nobody Is Talking About 05:18 Is xAI Actually Leaving the Frontier Race? 07:17 Doing the Math on the Deal Itself 08:36 What This Means for the Grok 5 You Were Told About 09:34 The Limitations Nobody Is Putting in the Filing 10:24 The Verdict Comment below: Is this smart diversified revenue, or a warning sign that xAI is losing focus on Grok 5? Subscribe for detailed coverage of xAI, Grok, Anthropic, OpenAI, frontier AI models, and the infrastructure powering the AI race.
