I thought SpaceXAI was making like $25 billion a year renting out hardware now?
Why would they offer an 80% discount? Hardware is the limiting factor for many AI companies.
The absurdly large discount was why Anthropic could claim a revenue-positive quarter for the first time. But that discount window ends IIRC in September. The problem remains that xAI announced the discounted revenue as "revenue before discounts".
What I’m doubting is your claim that SpaceXAI is giving them a 12 billion dollar discount. That link does not say anywhere that SpaceXAI is giving them an 80% discount after charging them $15 billion. That doesn’t make any sense.