Timeline
xAI targets 10GW data center power by late 2027, projecting $300-500B annual revenue
Published paper critiquing LLM judge accuracy vs golden data
Released OmnilingualGAIA2, a multilingual extension of GAIA2 with 6,400 scenarios across 10 languages
Guided $130-145B AI capex for 2026
Meta raised its 2026 AI capex forecast to $130-145 billion, up from $110-130 billion.
Released AskChem on Hugging Face, converting 147,000 chemistry papers into 2.4 million searchable claims.
Announced $14B Texas AI data center with BlackRock
Released entire Grok Build codebase under Apache 2.0 after community backlash over privacy breach.
Disabled upload feature and set data retention to default-off.
xAI pivots Colossus cluster to rental compute, targeting 30%+ margins as a neo-hyperscaler
Ecosystem
Meta
xAI
Evidence (7 articles)
Ethan Mollick: Recursive AI Self-Improvement Likely Limited to Google, OpenAI, Anthropic
Mar 15, 2026The AI benchmark gap has collapsed: top 10 labs now separated by just 44 Elo points
Jun 19, 2026Trump's AI Energy Summit: Tech Giants Pledge to Self-Generate Power Amid Grid Concerns
Feb 25, 2026Anthropic Leadership Shakeup Sparks AI Alliance Realignment
Feb 27, 2026The GPQA Diamond Benchmark Reveals Shifting Dynamics in the AI Race
Mar 14, 2026The AI Frontier Narrows: xAI and Meta Lag as Three-Way Race Intensifies
Mar 13, 2026Gas-Fueled AI Data Centers Could Emit More Than Entire Nations
Apr 23, 2026