It seems obvious that the deal Google signed to rent compute from xAI just before the IPO was specifically to goose the IPO, giving xAI nice looking growth. They could have paid a lot more for that deal and still made it all back on the IPO. I don't believe for a second Google needs the compute. They've got their own AI inference hardware, the biggest data centers in the world, and they don't make any of the most popular AI products. They're not desperate for compute.