Earlier quoted context omitted.
Millions of dollars? Where did you get that number from?
...how much do you think each rocket launch costs?
Not millions of dollars per sat. Are you being intentionally obtuse?
Higher usage limits for Claude and a compute deal with SpaceX
451–460 of 519 posts
Re: Higher usage limits for Claude and a compute deal with SpaceX
#452Earlier quoted context omitted.
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.
Why exactly would the H100s get retired for Blackwells if specifically power and DC permits were the bottleneck?
Re: Higher usage limits for Claude and a compute deal with SpaceX
#453Earlier quoted context omitted.
If the Chinese government tells Anthropic they can freely sell Claude in China, Dario is suddenly going to be kissing China's ass instead of saying how we can't let China win the AGI race for democracy and western values.
After they told the US government no on a very large contract. I find that hard to believe.
While I agree with the sentiment, $200 Million is really not a big contract for Anthropic when they're on $44 Billion annual revenue. It's less than half a percent.
https://www.wsj.com/tech/ai/anthropic-ai-defense-department-...
Re: Higher usage limits for Claude and a compute deal with SpaceX
#454Earlier quoted context omitted.
Local models are always going to be useless unless compute get significantly cheaper, and it's not. TSMC might literally run out of capacity to build any consumer compute product. Once computer constraints ease up, you will see much larger models. The reason LLM seems to have stalled a bit is because there just not enough compute. You have more people using AI which requires more compute, and you want to build larger…
Right.. and computers were once the size of a large room vs now fit into a pocket. " The reason LLM seems to have stalled a bit is because there just not enough compute." lol okay mate.
> Right.. and computers were once the size of a large room vs now fit into a pocket.
and yet now we have far bigger rooms with far bigger computers anyway
Hardware may improve exponentially, but demand for compute increases double-exponentially. we'll always need more, bigger computers
Re: Higher usage limits for Claude and a compute deal with SpaceX
#455Re: Higher usage limits for Claude and a compute deal with SpaceX
#456> 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.
It’s weird to not take this seriously. It’s obvious it’s serious and they’re pursuing it.
The whole armchair engineer debate online about this is hilarious
I'm just a software engineer, all I need to know is SpaceX is aggressively pursuing this - that's enough for me to believe it's viable
SpaceX operates literally orders of magnitudes more satellites than anyone else. If anybody understands the physics and engineering of space compute, it's SpaceX. Lay people debating this online is just showing their ignorance as far as I'm concerned, and it mostly comes from an emotional place of wanting Musk enterprises to fail
Re: Higher usage limits for Claude and a compute deal with SpaceX
#457Earlier quoted context omitted.
https://en.wikipedia.org/wiki/External_Active_Thermal_Contro... All that gets you 70kW of cooling. Radiating to vacuum isn't very efficient.
Cooling space station is very different from cooling off chips. One requires extensive piping, other - a simple radiator.
Both require the same thing - moving heat - and you’ll find plenty of piping in a datacenter for this reason.
Re: Higher usage limits for Claude and a compute deal with SpaceX
#458Earlier quoted context omitted.
Illegal is a strong term here. While the wiki link you included indicates there might be some permitting nuances, I've seen nothing claiming the power is "illegal."
xAI removed its illegal gas turbines and obtained permits for the others only after being sued by the Southern Environmental Law Center. They then built another unpermitted site (Colossus 2) across the state line in Mississippi, and they are being sued again. [0] "The company began operations at its first site, Colossus 1, in June of 2024 and used as many as 35 unpermitted gas turbines to power the facility. Despite…
They did not require permits at the time as they were portable
Think transport trailer sized.
If you use portable power for under 365 days a year, an epa permit was not required.
They changed the rules on permitting after and xAI complied
Re: Higher usage limits for Claude and a compute deal with SpaceX
#459They're doubling the five hour limits, but no mention about the weekly limit. So overall it's the same maximum usage, right?
If this logic applied, then there would be no purpose in them having the 5 hourly limit.
The purpose is to control the total amount of requests they need to handle in a given timeframe. If everyone could use up their whole weekly limit in 5 hours, many would do so, thus pushing the GPU/TPU clusters to or above their capacity limits.
Re: Higher usage limits for Claude and a compute deal with SpaceX
#460Say what you like about Sam Altman, but given how Anthropic is scrambling to sign capacity deals for compute we can sure say he was right about the capcity build out needed.
Scrambling? Seems to me xAI built too much capacity (for what they can use in 2026). Does that mean OpenAI built the right amount? I don't see how this proves that just because we see one AI company willing to sell compute. We don't even know the terms/pricing.
> Scrambling?
Yes.
To quote:
> Anthropic CEO Dario Amodei said his company tried to plan for 10-fold growth. But revenue and usage increased 80-fold in the first quarter on an annualized basis, which he says explains why it’s been so hard to keep up with demand.
> “That is the reason we have had difficulties with compute,” Amodei said Wednesday at his company’s developer conference in San Francisco. Amodei added that the company is “working as quickly as possible to provide more” capacity and will “pass that compute on to you as soon as we can.
https://www.cnbc.com/2026/05/06/anthropic-ceo-dario-amodei-s...
I think "scrambling" is a fair characterization of the CEO saying "we have had difficulties with compute" and "working as quickly as possible to provide more"
They've also signed new compute deals with Google and AWS recently.