# Anthropic将向xAI支付每月12.5亿美元用于算力采购

- 来源：TechCrunch：AI（RSS）
- 作者：Tim De Chant
- 发布时间：2026-05-21 05:29
- AIHOT 分数：73
- AIHOT 标记：精选
- AIHOT 链接：https://aihot.virxact.com/items/cmpernh3q009lslbgqszvpb9m
- 原文链接：https://techcrunch.com/2026/05/20/anthropic-will-pay-xai-1-25-billion-per-month-for-compute

## 精选理由

这是 AI 军备竞赛的明码标价，xAI 一边做模型一边卖云，Anthropic 锁死算力的同时，Grok 却在流失用户，这种亦敌亦友的关系比交易本身更有看头。

## AI 摘要

人工智能公司xAI意外与Anthropic达成一项算力供应协议，该交易每月为xAI带来12.5亿美元收入。这笔由埃隆·马斯克旗下xAI提供的计算资源租赁合同，成为近期AI基础设施领域最大规模的商业合作之一。

## 正文

In Brief

Posted:

2:29 PM PDT · May 20, 2026

Image Credits:Jakub Porzycki / NurPhoto / Getty Images

Tim De Chant

Anthropic will pay xAI $1.25B per month for compute

Earlier this month, Anthropic surprised the AI world with a deal to buy 300 megawatts’ worth of compute — securing the entire output of the Colossus 1 data center near Memphis, Tennessee.

Turns out, compute at that scale isn’t cheap. Anthropic will be paying xAI $1.25 billion per month through May 2029, with a discounted rate for the first two months as xAI completes its ramp-up. All told, the deal could bring xAI over $40 billion in revenue.

Details of the transaction emerged from SpaceX’s S-1 filing with the SEC. The deal, the company said, “allows us to monetize unused compute capacity in our infrastructure.” The terms of the deal allow either side to terminate the contract with 90 days’ notice.

“We expect to enter into additional similar services contracts,” the filing stated.

The move has given xAI a hybrid stance in the AI market. Most players either build data centers for themselves or build data centers for others to use — rarely both simultaneously. This emerging model, sometimes called a “neocloud,” lets AI companies offset infrastructure costs by acting as a cloud provider when their own usage falls short of capacity.

SpaceX argues the arrangement is a savvy use of resources. “We believe our dual monetization strategy provides multiple pathways to generate returns on invested capital,” it wrote. But the subtext is hard to miss: xAI appears to have overbuilt its compute capacity and needed to find a way to monetize it ahead of a public offering. Usage of Grok — xAI’s flagship AI assistant — has dropped significantly in recent months, freeing up servers that the company is now selling to one of its closest competitors.

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