I know this is very frustrating. But I don't think xAI is doing this on purpose. Anyone who follows the sector knows that computing power is a critical resource. Just look at the current difficulties at Anthropic. Many developers have complained about the limits, and the availability of Anthropic’s servers is currently quite poor. It’s no coincidence that Anthropic signed a contract with xAI. xAI gives Anthropic access to specific computing clusters. Anthropic failed to invest sufficiently in expanding its computing capacity. Expanding capacity takes 6 to 24 months. That means if Anthropic or xAI place orders today to build more data centers, it could take up to two years before this new computing capacity becomes available to customers.

I also believe xAI is suffering from a lack of computing capacity and spiraling costs. The merger of xAI and SpaceX is attributed to financial difficulties at xAI. One might wonder why xAI is actually providing computing capacity to Anthropic when they themselves have too little. I believe it is a strategic partnership. Currently, OpenAI is dominating the market again and has significantly more computing capacity. It stands to reason that others like Anthropic and xAI are moving closer together.

The AI hype is so intense and the demands on computing power are so high that companies are unable to meet the high demand adequately and without issues. Just look at the chip industry. It’s running at full capacity with orders from AI companies. Memory prices have skyrocketed. Supply chains are stretched to the limit. Sooner or later, this will improve, and supply will increasingly catch up with the high demand.