xAI currently operates Colossus, one of the world's largest AI supercomputers with 100,000+ Nvidia GPUs in Memphis, scaling toward 1 million GPUs. The company is also developing additional compute facilities, like Colossus 2. This massive infrastructure buildout, representing tens of billions in investment, could position xAI to sell excess compute capacity similar to how AWS emerged from Amazon's internal needs.

Major AI companies (OpenAI, Anthropic) rely on cloud providers rather than owning infrastructure. Selling excess compute could offset massive capital expenditures.

This market predicts whether xAI will transition from pure AI development to also becoming an infrastructure provider.

Resolves YES if by 11:59 PM PT on December 31, 2026:

xAI offers AI compute services (training or inference) to external customers through ANY of the following: