Anthropic might drop up to $84.5B on compute from Elon's $XAI through 2029.

That's not a typo. Anthropic—backed by Google and Amazon—potentially routing massive compute spend to Musk's AI play.

This is the infrastructure war heating up. Compute = the new oil in AI.

If this deal goes through, $XAI becomes a critical backbone for one of the top AI labs. Bullish signal for anyone betting on AI infrastructure tokens or Musk-adjacent plays.

Watch how this shifts capital flows in the AI narrative over the next 6-12 months.