foundation models · Industry Index 15 (rank #48) · $230.0B — Series E, 2026-01editorial estimate
ⓘ Data freshness
price: no data index: as of 2026-10-29 fundamentals: no data No structured SEC filings
Elon Musk's AI company that develops the Grok family of large language models and runs the Colossus supercomputer in Memphis.
Industry exposure 1.0 (Pure-play AI lab operating the Colossus GPU supercomputer to train its Grok models.)
Signal
signal: no data
Not scored (private). xAI is a private company, so its directional signal is not published.
Relationship network
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Space Exploration Technologies Corp. (SpaceX) — investor
Black Forest Labs — supplier
Dell Technologies — supplier
NVIDIA — investor
NVIDIA — supplier
Super Micro Computer — supplier
Key relationships
Space Exploration Technologies Corp. (SpaceX) — investor · SpaceX acquired xAI in a merger announced February 2, 2026; the combined company was valued at ~$1.25 trillion (per Bloomberg), with space-based AI data centers cited as the strategic rationale. source: techcrunch.com
NVIDIA — investor · Nvidia participated as a strategic investor in xAI's $20 billion Series E round. source: x.ai
NVIDIA — supplier · Nvidia supplies the GPUs (100,000-plus and scaling toward one million) powering xAI's Colossus supercomputer that trains Grok. source: datacenterdynamics.com
Super Micro Computer — supplier · Super Micro supplied more than half of the liquid-cooled racks and high-density GPU systems for xAI's Colossus supercomputer, built in 122 days. source: fortune.com
Unusual options activity needs a US-listed instrument; this company has none.
Not scored (private)
We don’t publish a directional call for private companies.
No moat profile yet. The durable competitive advantage — moat, leadership, and pricing power — is curated for flagship names first; xAI isn't covered yet. Nothing here is fabricated in its absence.
Signal contribution
The moat prior — a subjective, non-backtested editorial input — only nudges the long (~6-month) horizon, and it isn't scoring xAI yet (directional scores are withheld for private companies). Nothing here is fabricated in its absence.
No structured SEC filings. xAI does not file XBRL with the SEC; see funding rounds under Investors.
Funding rounds
No recorded funding rounds.
Headline valuation: $230.0B — Series E, 2026-01 editorial estimate
Strategic corporate investors
AMD — Strategic investor in xAI's $6B Series C at a ~$45B valuation (AMD's individual amount undisclosed) · 2024-12-23 source: x.ai
NVIDIA — Strategic investor in xAI's $6B Series C at a ~$45B valuation (NVIDIA's individual amount undisclosed) · 2024-12-23 source: x.ai
Elon Musk announced that the Grok Bot agent service will select from a range of models, which per Musk will include Anthropic's Claude Opus 5.5, Midjourney and Suno. Musk also confirmed that Reflection AI's open-source Beam model was trained on SpaceX's Colossus servers.
SpaceX's AI unit (SpaceXAI) released Grok 4.7, which it calls its most capable model for coding and knowledge work; it uses a new, larger base model than Grok 4.6 and is served at the same price and speed as Grok 4.6.
Elon Musk said xAI will increase its data center capacity sevenfold by 2027, targeting 10 gigawatts of compute; the article reports Musk projecting $300-$500 billion in revenue by the end of next year. Stated targets, not delivered capacity.
