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

• bandrami 2mo ago
  That's $25B before discounts, and their discounts to Anthropic in the current quarter alone are $12B of that.
  • Gagarin1917 2mo ago
    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 2mo ago
      The xAI Anthropic deal was pretty widely covered, but the press release is here: https://x.ai/news/anthropic-compute-partnership 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 2mo ago
        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.