Anthropic is raising Claude's usage limits and securing compute from SpaceX and Google Cloud in a $200 billion deal. Elon Musk, previously critical of Anthropic, is now collaborating with CEO Dario Amodei. SpaceX has 11% of its compute available, giving Anthropic a new revenue stream as the market consolidates around three major model providers.
Now the other big news that came out of Anthropic was this sort of two-part announcement. One that most Claude users are going to be pretty happy with— they're actually raising the usage limits for Claude. That's like the main reason we're hearing most people going back to ChatGPT. But the other one is one that I don't think anybody really saw coming, and that's that Claude signed a compute deal with SpaceX. And then the other deal they're talking about is that they committed to spending $200 billion on Google's cloud. So they're getting compute from Google and they're getting compute from SpaceX. One of the reasons this feels interesting is because, well, Elon Musk hasn't really been a fan of Anthropic, calling Anthropic misanthropic only, you know, 2 months ago here. But fast forward to today, and Elon and Dario seem to be making deals together. Elon's also said something like the amount of compute they have, they're only using like 11% of it. So they have all of this excess compute. Most people aren't really going to the Groq models as much as the Anthropic and OpenAI and Google models. So might as well make some money off of all of this excess compute that is not getting used by xAI, which is now, I guess, getting rebranded as SpaceX AI. True story, look it up.
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