Feldman Blames Grok\u2019s Weak Early Adoption<\/p>\n
Speaking with Molly O\u2019Shea on the Sourcery podcast on Monday, Feldman explained that Musk\u2019s company pivoted to an operator that rents out AI infrastructure because its Grok model struggled with early enterprise market adoption, leaving billions of dollars in hardware sitting idle.<\/p>\n
“You have to ask why they had available capacity,” Feldman said. “They had available capacity because the Grok model wasn\u2019t used very much.”<\/p>\n
Feldman said SpaceXAI could not afford to leave equipment idle. “They had these GPUs sitting around, and that\u2019s a bad idea,” he said.<\/p>\n
He pointed to IPO-bound Anthropic\u2019s agreement to use SpaceX\u2019s Colossus 1 data center in Memphis, Tennessee. Anthropic said the site provides more than 300 megawatts through over 220,000 Nvidia GPUs, allowing it to double Claude Code limits, remove peak-hour reductions and raise API ceilings.<\/p>\n
“They leased a whole block of them to Anthropic, and looked up and said, \u2018Whoa, that\u2019s a pretty good idea,\u2019” Feldman said. “We had all these GPUs. Our model wasn\u2019t a success, but we can have a great business by stepping into what is a constrained market.”<\/p>\n
Anthropic Deal Monetizes Idle GPU Capacity<\/p>\n
In May, Anthropic agreed to pay $1.25 billion<\/a> per month for Colossus and Colossus II capacity through May 2029. Both sides can terminate with 90 days\u2019 notice, and Musk described the arrangement as a six-month lease, leaving its long-term value uncertain.<\/p>\n Colossus 1 supported Grok\u2019s development, but Reuters described its capacity as unused prior to the Anthropic agreement. SpaceXAI said Grok 4.5 trained across tens of thousands of Nvidia GB300 processors.<\/p>\n Grok Comeback Keeps AI Rivalry Unsettled<\/p>\n The deal has not settled the frontier-model contest. SpaceXAI launched Grok 4.5 on July 8<\/a>, calling it its strongest model for coding, agentic tasks and knowledge work. Musk described it as “Opus-class.”<\/p>\n Benzinga edge rankings\u00a0indicate\u00a0CBRS<\/a> stock<\/a>\u00a0has a negative price trend in the Short, Medium and Long term.<\/p>\n