[Gagarin1917]

I thought SpaceXAI was making like $25 billion a year renting out hardware now?

[bandrami]

That's $25B before discounts, and their discounts to Anthropic in the current quarter alone are $12B of that.

[Gagarin1917]

I’m not sure what you’re referencing, I can’t find any source for this.

Why would they offer an 80% discount? Hardware is the limiting factor for many AI companies.

[bandrami]

The xAI Anthropic deal was pretty widely covered, but the press release is here: https://x.ai/news/anthropic-compute-partnership

The absurdly large discount was why Anthropic could claim a revenue-positive quarter for the first time. But that discount window ends IIRC in September. The problem remains that xAI announced the discounted revenue as "revenue before discounts".

[Gagarin1917]

No, no, I get that the general deal was public information. I’m not doubting that Anthropic partnered with SpaxeXAI for additional computer. I said as much in my original comment.

What I’m doubting is your claim that SpaceXAI is giving them a 12 billion dollar discount. That link does not say anywhere that SpaceXAI is giving them an 80% discount after charging them $15 billion. That doesn’t make any sense.