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Opinion: xAI cloud computing business may be becoming one of the most underestimated growth engines within the Musk ecosystem.

MarsBitNews
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Mars Finance reports that on June 16, in the latest episode of the BG2 podcast, Gavin Baker stated that xAI's cloud computing business may be becoming one of the most underestimated growth engines within Elon Musk's ecosystem. BG2 is a technology and investment podcast hosted by Brad Gerstner and Bill Gurley, with listeners mainly from Silicon Valley startups, venture capital, and public market investment circles. Baker is the founder and chief investment officer of Atreides Management, a hedge fund investor who has long focused on tech stocks, AI, and infrastructure investments. During the program, Baker cited Clark's analysis, stating that the cloud computing deal between xAI and Google, calculated per gigawatt of capacity, could generate higher operating profits than Anthropic, Meta, Google, and OpenAI. He also mentioned that Freda's calculations for Colossus 1 indicate that the internal rate of return for the project could reach 55%. In Baker's view, if a company can finance at a 6%, 7%, or 8% interest rate and reinvest in a project with an internal rate of return of about 55%, the financial logic is very straightforward. He said that xAI may have already risen from a non-AI cloud service provider to roughly the fourth-largest AI hyperscaler globally in a short period.
XAI-0.30%
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