Is xAI a neocloud now?

xAI announced a partnership with Anthropic where Anthropic will purchase all compute capacity from xAI's Colossus 1 data center (roughly 300MW), allowing Anthropic to increase its usage limits. The deal monetizes xAI's data center infrastructure and suggests the company's primary business focus may be building and selling compute capacity rather than developing AI models, a strategy that differs from competitors like Google and Meta who prioritize building their own tools alongside offering cloud services. The arrangement could benefit xAI's path toward an IPO and lend credibility to parent company SpaceX's orbital data center ambitions.