PRIV-XAI

xAI

Business overview

Elon-led frontier lab with Memphis Colossus mega-cluster and Grok model family.

Largest single-site GPU cluster announced to date; tightly coupled to NVIDIA/Dell server supply chain and X/Tesla data flywheel.

Products

Grok
Colossus cluster

Customers (2)

X / Premium subscribers
Developers

Competitors (3)

Composite score

Higher = stronger overall research case

Fundamental52

Technical50

Valuation60

AI relevance75

Risk-adjusted (higher = safer)33

Segment-relative fundamental percentile: 43

Financial summary

Curated, illustrative

Revenue

$1.00B

Growth (YoY)

500.0%

Gross margin

40.0%

Operating margin

-200.0%

FCF

$-3.00B

Capex

$6.00B

Net cash / (debt)

$0.00

ROIC

-30.0%

Customer conc.

Medium

Valuation

Market cap

$50.00B

Enterprise value

$50.00B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

5
Capex absorption
4
Founder concentration / brand risk

Score components

What drove the composite

Growth100

Profitability20

Cash generation20

Balance sheet78

Moat / AI relevance75

Capital intensity (higher = lighter)20

Customer diversification60

Valuation discipline (dilution)42

Trend (MA50/MA200)50

Momentum (3/6/12m)50

Relative strength50

Realized vol (higher = lower vol)50

Segment peers

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