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AI Agenda

Three Charts Show How xAI, Meta and Anthropic Are Entering Each Other’s Turf

By
Amir Efrati
[email protected]Profile and archive

XAI’s decision to rent out spare server capacity, Meta’s launch of an AI agent for enterprises, and Anthropic’s move to develop AI server chips this year should have come as no surprise to anyone well versed in the history of the tech industry. Over time, big tech firms tend to creep into each other’s territory, seeking more room to grow.

And since late 2024, we’ve charted how nine major tech firms have done exactly that, with our latest installment today. Our first chart reflects developments in the first half of 2026, such as Nvidia’s launch of NemoClaw, an AI agent-related product for enterprises; Apple getting serious about helping developers create AI features for apps that run on Apple devices, including with models from Anthropic and Google; and Meta CEO Mark Zuckerberg doubling down on the idea that the company could eventually rent out excess server capacity.

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