ELI5: why is google paying so much more for spacex compute than anthropic?

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Summary

Anthropic is reportedly paying less per GPU than Google for SpaceX compute, with Google paying $920m for 110k GPUs compared to Anthropic's $1.25b for 220k GPUs plus additional capacity, highlighting a significant cost discrepancy.

Anthropic paying $1.25b for 220k GPUs at Colossus 1 AND X GPUs at Colossus 2. Google paying $920m for 110k GPUs. Even if the $1.25B was just colossus 1, anthropic is paying less than google per GPU. If we assume 20/80 split of Colossus 1 / 2, then Google is paying like 8X more per GPU. So what's going on? Can Google not negotiate?
Original Article

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Anthropic-SpaceX deal seems much larger than previously reported

Reddit r/singularity

According to a SpaceX prospectus, Anthropic is paying $1.25 billion per month ($15 billion annually) for compute capacity on SpaceX's Colossus 1 and Colossus 2 supercomputers, far exceeding previously reported estimates and indicating a hefty premium for AI compute.