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by bandrami 17 hours ago
That's $25B before discounts, and their discounts to Anthropic in the current quarter alone are $12B of that.
1 comments

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.

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".