THE_COMPUTE

company · AI Labs

xAI

Musk's AI lab, folded into SpaceX in the February 2026 all-stock merger. Built the Colossus campus in Memphis — the largest single-site AI installation — pioneering generation-first buildouts with on-site gas turbines; now leases capacity to Google and Anthropic while burning billions per quarter training Grok.

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Relationships

Colossus
  • dealAnthropic leases all of Colossus 1(lessor ↔ facility) May 6, 2026
  • dealGoogle leases Colossus 2 capacity(lessor ↔ facility) Jun 5, 2026
SpaceXSPCX
  • dealSpaceX–xAI merger closes(target ↔ acquirer) Feb 2, 2026
Anthropic
  • dealAnthropic leases all of Colossus 1(lessor ↔ lessee) May 6, 2026
GoogleGOOGL
  • dealGoogle leases Colossus 2 capacity(lessor ↔ lessee) Jun 5, 2026

Events

  • SpaceX–xAI merger closes

    All-stock merger folds xAI, Grok, and X into SpaceX at a combined $1.25T valuation — the largest private merger ever, with orbital data centers as the stated rationale.

    DEAL · Feb 2, 2026 · role: target · concluded

  • Anthropic leases all of Colossus 1

    Anthropic takes exclusive capacity at Colossus 1 for inference at $1.25B/month for three years, disclosed via SpaceX IPO filings.

    DEAL · May 6, 2026 · role: lessor · confirmed

  • Google leases Colossus 2 capacity

    Google agrees to ~$920M/month (≈$30B through June 2029) for ~110,000 GPUs at Colossus 2, per SpaceX regulatory filing.

    DEAL · Jun 5, 2026 · role: lessor · confirmed

Claims on record

  • The Anthropic deal is tied to the Colossus 1 data center where xAI consumes just 11 percent of the total available FLOPs

    UNVERIFIED · Wccftech · Jul 19, 2026

  • xAI's Colossus 1 cluster in Memphis was built in 122 days

    UNVERIFIED · SemiAnalysis

  • Colossus 1 contains roughly 200,000 H100/H200 GPUs and about 30,000 GB200 NVL72

    UNVERIFIED · SemiAnalysis

  • Colossus 1 has approximately 300 MW of capacity

    UNVERIFIED · SemiAnalysis

  • xAI's single training cluster datacenter capacity will surpass Meta Superintelligence and Anthropic by Q3 2025, per SemiAnalysis estimates

    UNVERIFIED · SemiAnalysis

  • The Colossus 2 project began March 7, 2025 when xAI acquired a 1 million sqft warehouse in Memphis plus two adjacent sites totaling 100 acres

    UNVERIFIED · SemiAnalysis

  • By August 22, 2025, the Colossus 2 site had 119 air-cooled chillers, roughly 200MW of cooling capacity, enough to power about 110,000 GB200 NVL72

    UNVERIFIED · SemiAnalysis

  • Mississippi regulators granted xAI temporary approval to run gas turbines at Southaven for up to 12 months without a permit

    UNVERIFIED · SemiAnalysis

  • Solaris Energy Infrastructure owns a 600MW fleet of gas turbines, of which about 400MW currently serve xAI

    UNVERIFIED · SemiAnalysis

  • xAI accounts for 67% of Solaris Energy Infrastructure's 1,700MW orderbook, equal to 1,140MW

    UNVERIFIED · SemiAnalysis

  • The Solaris-xAI joint venture (50.1% Solaris / 49.9% xAI) spent $112 million in capital expenditures in Q2 2025

    UNVERIFIED · SemiAnalysis

  • Solaris expects to have over 1.1GW of fully operating turbines for xAI by Q2 2027

    UNVERIFIED · SemiAnalysis

  • xAI is preparing a funding round valuing the company close to $200 billion, with Saudi Arabia's PIF playing a large role

    UNVERIFIED · SemiAnalysis

  • xAI acquired a former Duke Energy power plant in Southaven, Mississippi in mid-2025

    UNVERIFIED · SemiAnalysis

  • xAI lost $2.4 billion in the quarter ending March 2026, up from $936 million a year earlier.

    CORROBORATED · Tom's Hardware

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