06/05/2026
It feels like the AI race is entering a very different phase.
One of the more unexpected developments recently: Musk is reportedly allocating capacity from his 1GW Colossus data centre to Anthropic. And that looks rather significant.
Not long ago, Colossus was being positioned as infrastructure built primarily for Grok and xAI. At the same time, Musk had repeatedly criticised Anthropic publicly, often dismissing the company and its approach altogether.
But the market is moving fast.
Anthropic is seeing explosive demand for Claude, and the company clearly needs additional compute capacity to keep up. Ironically, part of that demand may now be supported by infrastructure originally intended to strengthen a direct competitor.
At the same time, Grok appears to be losing momentum.
A good example is Vending Bench - a benchmark focused on long-horizon agentic capabilities. Around the launch of Grok 4, the model scored roughly 4.6k, while Claude 4 was closer to 2k.
Today, Opus 4.7 reportedly exceeds 10k, while Grok’s progress appears far more limited.
And this may be the most important point.
AI development is starting to compound on itself. Leading labs openly discuss how their own models already assist with coding, research, evaluation pipelines and even parts of model development itself.
In other words, stronger models increasingly help build even stronger models.
Which means that once a company starts falling behind, catching up becomes exponentially harder because the leaders are accelerating at the same time.
Against that backdrop, the departure of senior engineers from xAI and the relatively quiet Grok 4.2 release without strong benchmark positioning begin to look more meaningful.
Does this mean xAI is out of the race? Probably too early to say that. Musk has repeatedly shown an ability to make unexpected moves and recover difficult situations.
But allowing a direct competitor access to your flagship infrastructure does look like a strong signal of just how intense the competition in AI has become.
And right now, Anthropic increasingly looks like one of the biggest beneficiaries of this phase of the market.
Curious to hear other views - can xAI realistically close the gap over the next 12-18 months?