Elon Musk publicly committed not to cut off Anthropic's access to critical infrastructure, even as competition intensifies between the two companies. With roughly $40 billion in revenue hanging in the balance, the pledge highlights dependencies in the AI industry where competitors must sometimes trust each other. Anthropic is staring down roughly $40 billion in potential revenue that depends on reliable infrastructure access. Musk's pledge came alongside praise for Mythos and Fable, gaming-focused AI projects. As xAI builds out its own compute capabilities, Musk is positioning himself as both competitor and potential infrastructure provider. Anthropic's dependency highlights a broader vulnerability in the AI ecosystem, as switching providers means potentially rebuilding infrastructure relationships from scratch. Anthropic was founded by former OpenAI executives who left over safety concerns. Musk co-founded OpenAI before departing and later suing the organization. Industry insiders are questioning whether verbal promises are enough.