Apparently, that SpaceX $15 billion per year megadeal isn’t even enough capacity for Claude, as The Information reports Anthropic is in early talks to rent Azure servers with Microsoft’s chips, and that “Anthropic has been steadily increasing its Azure usage.” Like OpenAI, Microsoft’s arrangement with Anthropic runs hot and cold, but its Maia 200 chips are designed to help run existing models like Claude, even if they aren’t as fast at helping to train new ones. [Link: Anthropic Is in Talks to Use Microsoft’s AI Chips | https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips? | The Information]

Elon Musk's xAI surprised the AI world when it made a deal to sell compute to Anthropic. Now we know how much it's worth.

Anthropic is paying xAI $1.2 billion per month for compute at the Colossus 1 data center through May 2029, accessing over 220,000 Nvidia GPUs.