Maybe it is a win/win. Anthropic gets desperately needed compute at a fair price. SpaceXAI sells compute at a fair price and gets desperately needed revenues.
Tesla loses out on that revenue since it was their chips to begin with, right?
No. xAI is buying Nvidia, not using Tesla chips.
XAi purchased Teslas allocation of GPUs, in exchange for Tesla purchasing XAis allocation of GPUs at a later date. This they claim was done because Tesla didnt have their datacentre ready to receive those gpus at that time. I dont see how or who was robbed here.