A company is allowed to do two things

But x.ai also hosts Grok? Why would google stop developing their own models? I think you're right that Google will try to make money from their infrastructure (that's basically what Google Cloud is too).

>Kind of like how xAI started hosting anthropic workloads with colossus cluster.

Google has been hosting part of Anthropic's load long before that deal. They had a big degradation due to compiler bug for TPUs in an optimization they made to work around TPUs not being able sample from the logits efficiently.

Is that a long term prediction? Are you saying that physical infra will always lag demand from here on?