"Anthropic is paying SpaceX 1.25 billion every month through 2029. 45 billion dollars to rent compute from Elon Musk. It leaked out of SpaceX IPO filling 220,000 NVIDIA GPUs across Colossus 1 and 2. Hundreds of megawatts. XAI's own supercomputer rented to Claude. Growth usage is falling. Anthropic is projecting 10.9 billion in quarter two alone. Musk is monetizing unused GPUs by selling them to his biggest rival. That single contract is over four times XAI's entire 8th division revenue. Compute is the new oil. Frontier lives are renting from each other now. Follow for more AI breakdowns."