Anthropic Locks Up Compute Channels as xAI Rents Its Castle to a Rival

Anthropic 锁死了所有算力渠道，xAI 把城堡租给了对手

Anthropic signed four compute contracts in six months covering AWS Trainium, Google TPU, SpaceXAI Colossus 1, and CoreWeave; during the same window, xAI rented the Colossus 1 supercomputing center to a competitor while GPU utilization stood at 11%.

Why it matters: HKR-H/K/R all pass: Anthropic’s four compute deals and xAI leasing Colossus 1 create a sharp competitive angle with concrete numbers. Single-source strategy analysis keeps it in the 78–84 band, below same-day must-write news.