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xAI, Meta and Anthropic Push Into Each Other's Core Turf

  • Infra & Chips
  • AI Agents
  • Sales & Business

AI heavyweights xAI, Meta and Anthropic are moving into adjacent territory—compute leasing, enterprise agents and in-house chip development—competing on one another's core businesses while deepening their mutual dependence. As each firm hunts for growth and control, the shifts are producing a market where rivals rely on each other across every layer: chips, models, data centers and customers.

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