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Higher usage limits for Claude and a compute deal with SpaceX

anthropic.com

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Re: Higher usage limits for Claude and a compute deal with SpaceX

#421

Post by sailingparrot »

danaw wrote: post #417

this feels more like something designed to bolster the spacex ipo than anything else 300MW is peanuts compared to their multiple 50GW+ deals to the point you start to wonder why just 300MW is making the difference in their capacity that they can increase limits this much... also, why couldn't their many existing multi billion dollar deals not allow them to expand capacity? when you take this into account, then you re…

The difference is the 300 MW are real, the 50GW are printed on some paper and don’t exist.

There aren’t that many 300MW+ datacenter in the world, relative to the capacity Anthropic has online, it’s a lot, probably in the 20% range.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#422

Post by AntiUSAbah »

cavisne wrote: post #358
Thrymr wrote: post #233

Earlier quoted context omitted.

Sure, if "pretty smart" means overinvest in capital spending on an dirty datacenter powered by unpermitted gas generators that you don't even need anymore because of lack of demand for your product, so you lease it to a competitor (presumably at a huge loss). I am not sure that "major source of revenue" as a datacenter provider is the kind of growth opportunity that IPO investors are looking for.

Definitely not going to be leasing it at a loss. GPU's are sold out, Anthropic will be paying a significant premium.

Anthropic doesn't has that much pressure to pay while Musk has an IPO coming up and he wants to cleanup his numbers.

Its also not a good sign because he should be able to leverage Grok, his billion dollar investment, instead of renting it out to Anthropic. But hey what does it matter to investor? if the IPO explodes, it is clear that people either can't read, don't care or don't understand.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#423

Post by AntiUSAbah »

23rf wrote: post #121
brokencode wrote: post #44

Earlier quoted context omitted.

Pretty smart for SpaceX though. They’re turning an asset they made for a money-pit (Grok) into probably a major source of revenue ahead of their IPO.

Its not even that. Its better to be involved in the game with a leader/help out a competitor who is competing against someone you don't like and don't want them to win, than to sit it out.

Thats just bullshit in this corporate world.

If he could fill his Datacenter with Grok use, he would make a lot more money.

This is not a good sign at all.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#425

Post by londons_explore »

0xbadcafebee wrote: post #401
lostmsu wrote: post #288

Earlier quoted context omitted.

Any specifics? What are they doing and what statutes are allegedly being violated?

Report from February 2026: The independent study, conducted by EmPower Analytics Group and commissioned by the Southern Environmental Law Center, was led by a Harvard-trained environmental health scientist Dr. Michael Cork and shows that operation of xAI’s proposed permanent gas turbines would measurably increase health risks for families throughout the area—even in places as far away as Germantown and North Memphis.…

The southern environmental law center is a political action group, not a government agency.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#426

Post by AntiUSAbah »

kcb wrote: post #248
HarHarVeryFunny wrote: post #138

Earlier quoted context omitted.

Yep - and in the meantime it's an asset of SpaceX to boost their IPO price, as long as this is done before people realize that xAI is apparently becoming a datacenter company not an AI one. Then you've got SpaceX buying 1200 cybertrucks from Tesla, so it's serving as failure laundering vehicle for all his endeavors.

Elon Musk has been failing any minute now since like what? 2015

Yeah his luck is annoying. But he stoped having any character and ethics. He literaly was with his Tesla in front of the White House and bought himself a seat next to a Clown.

But he also plays in areas were market disruption can't be done by many people at all.

But look Tesla: He did the cybertruck debakel. He tanked Tesla as a brand, he is burning money on xAI and Twitter, he destroyed a beloved brand Twitter. He did the boring company garbage.

The only thing this shows is some kind of masterclass between manipulation, public ignorance, luck, economy of high invest high risk and risk adverse industries.

Starlink doesn't scale very well which is a low margin business, especially when Amazon and the others are joining the club.

xAI is just a loss.

Twitter probably still a loss.

Tesla made a lot of money with co2 certificates. And a market were people were quite ignorant for a long.

Space-X he wants to push that to the death, without a real endplan. He now talks about Mars and Datacenter in space like there is any real business up their.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#427

Post by jsnell »

lijok wrote: post #376
jsnell wrote: post #335

Earlier quoted context omitted.

The current bottleneck is silicon. Every chip that is manufactured gets housed and powered. (It makes sense: the cost of compute is dominated by capex, the power costs are irrelevant, so they're ok paying a premium for power). The space data center hypothesis relies on compute supply growing faster than power supply. (Both are bottlenecked on parts of the supply chain that will take ages to scale.) Even if you believ…

The current bottleneck is not silicon. There is plenty of silicon locked up in previous gen GPUs that are no longer efficient enough to run relative to newer models. The bottleneck is the economics of owning the older GPU models - which is why all the GPU neoclouds are gonna go bust unless they can get customers to continue renting old GPUs. The economics are vastly different when opex is near zero for these things

All of that is incorrect.

H100 rental prices are still as high as when the cards were brand new. The prices vastly exceed the power costs.

In a world where power or DC permits are the current bottleneck those H100s would be getting retired in favor of Blackwells. But they aren't. They are instead being locked in for years long contracts.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#428

Post by fancyfredbot »

throwa356262 wrote: post #195
fancyfredbot wrote: post #128

Earlier quoted context omitted.

The icing on the cake for Elon is that it strengthens the competition to OpenAI. Or is that actually his main motivation. Hard to know. Either way it's a win win win for him.

That's certainly one way one could spin this. I guess loosing a ton of money then trying to get some if it back makes you a genius...

Elon has many many faults but "loosing" money doesn't appear to be one of them. He's literally the richest person alive!

Re: Higher usage limits for Claude and a compute deal with SpaceX

#429

Post by ethbr1 »

stingraycharles wrote: post #384
DANmode wrote: post #370

Earlier quoted context omitted.

> As part of this agreement, we have also expressed interest in

Which is now their official position I guess as this whole “AI space datacenter” stuff is a significant part of the whole SpaceX IPO. I assume privately they may not share that opinion, but it’s not in Anthropic’s interest to talk about this (very little to gain, and may ruffle a lot of feathers if they say the wrong thing).

AI space datacenters only make sense from one perspective -- sovereignty.

If you're someone with a lot of money, who dislikes governments meddling in your business, and often pisses off governments...

... oh, I see why this is an Elon talking point now.

Re: Higher usage limits for Claude and a compute deal with SpaceX

#430

Post by londons_explore »

airspresso wrote: post #234
gpugreg wrote: post #25

> As part of this agreement, we have also expressed interest in partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity. Anthropic is either taking this space business more serious than the general public, or posting this sentence was part of the deal to get the compute.

> posting this sentence was part of the deal to get the compute This 100%

Expressing an interest is presumably free... So anthropic might as well.
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