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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

#501

Post by brohee »

lijok wrote: post #452
jsnell wrote: post #427

Earlier quoted context omitted.

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?

Because you'd need to trash the old GPUs in order to make room for new GPUs. Right now new GPUs get online mostly in new DCs. TSMC fab capacity is much more limiting than DC building and it will likely keep being the case. It's much easier to build a DC than a fab.

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

#502

Post by lmm »

nl wrote: post #466
lmm wrote: post #413

Earlier quoted context omitted.

Some entities are paying for it, sure. I'm still not convinced that's because it's "needed".

True. No one "needs" the internet or computers, right?

People are getting real stuff done with the internet. But there were also a whole lot of overhyped companies that rightly crashed back in '99.

Once we've gone through the AI equivalent of the dot.com crash, will Anthropic still be scrambling for more capacity, or will they have more than they can profitably use, like the dark fiber we were left with last time?

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

#503

Post by SirSavary »

lostmsu wrote: post #436
SirSavary wrote: post #324

Earlier quoted context omitted.

Emphasis my own: > "The xAI facility has already deployed *nearly 20 gas turbines, including four large units with a combined capacity of 100MW*, to power its AI system Grok... There are plans to add *15 more gas turbines between June 2025 and June 2030*, and the turbine application projects *annual emissions of around 11.51 tons of hazardous air pollutants*." > "it is currently *running gas turbines without the nece…

So they haven't gotten permits, but why? Why where the permits denied? Just the other day we had news that some Californian environment protection agency denied permits for SpaceX for political reasons as opposed to following objective rules, as ruled by a judge. So the fact that some permits were not issued doesn't tell me anything.

To my understanding: the permits weren't denied, they were never applied for.

Edit: I re-read https://www.tba.org/?pg=Hastings2025AIX and yes, it seems that xAI never applied for permits related to the gas turbines as they're making the argument that the permits aren't required.

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

#504

Post by brikym »

floatrock wrote: post #168
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.

We all remember 2 weeks ago when SpaceX bought $10B of Cursor services. https://news.ycombinator.com/item?id=47855293 Since Cursor often relies on Claude models, some of those services will flow back to their own datacenter compute. Especially if there's, lets call it, "customer demand loadbalancing optimization agreements" that makes those Cursor services prioritize Claude models using the app keys that get load-bal…

With Anthropic's help. And when it's time for Anthropic to hype their IPO maybe SpaceX will return the favour and offer some deal that looks great to retail investors.

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

#505

Post by nl »

lmm wrote: post #502
nl wrote: post #466

Earlier quoted context omitted.

True. No one "needs" the internet or computers, right?

People are getting real stuff done with the internet. But there were also a whole lot of overhyped companies that rightly crashed back in '99. Once we've gone through the AI equivalent of the dot.com crash, will Anthropic still be scrambling for more capacity, or will they have more than they can profitably use, like the dark fiber we were left with last time?

Depends when it happens. I'm sure they'll take up whatever capacity is available.

At the moment computer providers are charging more for outdated H100 capacity now than when the H100s were new. That capacity is going to the smaller labs, not the frontier labs.

That hardware has already been depreciated financially so even if all those small labs disappeared it's not sending computer providers bankrupt - they can just cut prices and so long as they can charge more than electricity and maintenance they'll just keep them running.

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

#507

Post by dw_arthur »

farfatched wrote: post #303
dw_arthur wrote: post #112

Earlier quoted context omitted.

For my hobbyist purposes Deepseek v4 Flash has replaced Claude Code because I was also sick of hitting 5 hour limits with Claude. Right now, the only thing I miss from Claude is multi-modal image support. I can work around no image support since I can use v4 Flash all day and spend around $1. I am aware Deepseek is currently discounting their API at 75% off so I may try out another provider once the discount is gone…

Ouch, I wasn't aware they were discounting so much. There goes my subscription escape plan.

Good news, I was wrong. The discount only applies to Deepseek v4 PRO. Deepseek v4 Flash is not currently on discount which means the dirt cheap price will stay the same.

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

#508

Post by exabrial »

kcb wrote: post #377
exabrial wrote: post #375

Earlier quoted context omitted.

The way to do it _today_ requires enormous amounts of HBM! However, we've never designed inference accelerators, which is actually a quite "trivial" problem, but we've just never had a need. Groq (acqui-hired by NVidia) came up with a different processor architecture: metric shit-tons of SRAM attached to a modest single core deterministic processor. No HBM needed on this card, and 32x faster inference than today's be…

The point is metric shit-tons of SRAM is still large amounts of expensive memory.

SRAM and HBM are two completely different things though... SRAM is what your L1,L2,L3 caches are made of (most of the time, asterisks exist). This is something we've been doing for years and is a proven technology thats unbelievably cheap. It's all part of the processor.

HBM are their own chips and dies.

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

#509

Post by etc-hosts »

eli wrote: post #492
486sx33 wrote: post #458

Earlier quoted context omitted.

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

Yes, I believe it's xAI's position that they were technically in compliance at the time. I don't know that a judge would agree. The new EPA rule is more of a clarification; they do not concede that point.

what EPA?

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

#510

Post by DonsDiscountGas »

butlike wrote: post #475
DonsDiscountGas wrote: post #469

Earlier quoted context omitted.

I don't quite understand the business logic behind "blocking" openclaw (you can still use it at API rates) but I never saw how this was unethical. Anthropic has no ethical obligation to support other people's software

I don't get it. On the one hand we had Steve Jobs saying "No App Store!" and everyone getting up in arms, then here we have "no obligation to have Anthropic support other people's software," and that being OK. So which is it? Or does the answer change daily depending on what makes us feel good?

I'm not even sure what you're talking about. The answer changes depending on who you talk to because different people have different opinions
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