Elon Musk’s xAI Leased Its Supercomputer to Anthropic — Is Grok 5 in Trouble?

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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?

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