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Google to pay SpaceX $920M a month for compute capacity at xAI data centers

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Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#51

Which means more Grok degradation, more severe throttling, etc. I can't understand why xAI charges 50% more per month for Grok over competitors when it doesn't even gracefully downgrade to a cheaper model when paid subscribers hit the limit.

Who uses Grok? Not even SpaceX engineers that is known...

Tesla drivers, at least for a few minutes each day before hitting the limit.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#52
post #27

Earlier quoted context omitted.

Do you still perceive search and maps to be slow even when logged out?

I'm probably 50/50 with search in particular logged in vs. out and I do think I notice on both, but I'm not entirely sure. Just saying the search and maps algorithm is wading through so much of my history that it can't help but choke trying to deliver the "right" results?

No, but I was thinking it might be possible that your account is specifically afflicted by some storage problem. For example, it could be homed in the wrong part of the world, compared to where your browser is hitting frontend applications. Or a million other possibilities. When logged out those wouldn't be factors.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#53
post #50
post #39

google: we are commited to carbon free data centers by 2030 ( https://sustainability.google/reports/247-carbon-free-energy... ) also google: renting capacity from a data center powered by 27 methane gas turbines on trailers https://www.epw.senate.gov/public/index.cfm/2026/4/whitehous...

The deal ends in June 2029, which is before 2030.

So you mean to say Google knows AI definitely won't be needed after June 2029... Understood...

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#54
post #47

Earlier quoted context omitted.

I've used/use it. For a while it had one of the best lightweight coding LLM's, which actually lead to a #1 spot on openrouter usage ranking although they've fallen off the top 10 used now. It's also provided some good reasoning models, which perform better when dealing with non-PC topics. Also, although I've never used it for this, I believe some of the paid models produce some of the best "adult" content, and I know…

> which actually lead to a #1 spot on openrouter usage that was only because it was free

+1. The coding model was fine and it was fast but the fact that it was free was a massive boost.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#55

Earlier quoted context omitted.

The downfall of Twitter is one of the most spectacular self inflicted business failures I have ever witnessed. Amazing to think it was once so ingrained in mainstream society.

What metrics are you using to classify it as a downfall?

I don't care either way but I got curious.

Not an easy thing to gauge. X/Twitter stopped publishing MAUs after the acquisition.

External estimates vary, some point to growth, some to stagnation. We know that revenue suffered. LOTS of partisan and emotional opinions for either.

Google trends does paint a bleak picture for X but I am also questioning how much google itself can gauge that after LLMs exploded in popularity.

Anecdotally I did notice that references and embeds to X are way less prominent and common than before. My usual news used to be filled with them. My consumption of the platform also plummeted after not being able to read threads when not logged, its much harder for me to get drawn into it.

Still without data, I would be surprised if the changes to verification and logged out access did not massively hurt new adoption. With tiktoks prevalence amongst a new generation I would bet its a matter of time before X gets grouped to tumbler/facebook, not dead, but way past its peak and cultural relevance. If that has not already happened.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#57
post #56

So space data centers are absolutely possible then. I heard a lot of skepticism about the feasibility but it looks like Google and Anthropic looked at SpaceX and trusted them to deliver on the promise and even signed deals worth billions.

They are paying for the existing earth-bound data centers SpaceXai owns.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#58
post #44

With ~$2.1B/month of GPU rental revenue, is xAI now profitable? Are all divisions of SpaceX now profitable?

Yes, but as Elon himself remarked, these are short term leases (90 day exit window), not guaranteed long term contracts.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#60

Do people think those numbers are correct? 920 million a month for 110,000 GPUs is $11.61 per GPU hour. That seems very high to me.

I think in the case of supply-constrained GPUs, you can get the opposite of a volume discount. Google has the most capacity of anyone, the fact they’re paying so much per month to spacex is pretty remarkable
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