Not really, this seems to be a very traditional "we need more cores, captain!" and "here's a datacenter with cores" rental.

Anthropic has grown 80x this year (according to their CEO). They are probably desperate to buy more inference compute for things like Claude Code, not for future investments. In the mean time, Grok seems to not have enough traction to utilize all the spare compute xAI has built with Colossus I and II.

This is one of those cases that shows that Elon is exceptionally better at atoms than he seems to be on the software side.