PANews|Oct 29, 2026 19:55
[Bloomberg: Anthropic Becomes SpaceX's Largest Customer, Contributing Over One-Third of Revenue] According to Bloomberg, sources familiar with the matter revealed that Anthropic, the "Customer B" contributing approximately 34.50% of SpaceX's third-quarter revenue, is the company listed in a filing last week. Anthropic has surpassed the U.S. federal government to become SpaceX's largest single customer. This revenue comes from a computing power agreement signed between Anthropic and SpaceX earlier this year, utilizing computing resources at SpaceX's Memphis, Tennessee data center. According to Anthropic's IPO filing, it agreed to pay SpaceX up to $120.5 billion over the contract period, ending in 2029, approximately $3.1 billion per month starting this December, but can cancel the contract with 90 days' notice after January and March 2027. Anthropic declined to comment, and SpaceX did not respond to requests for comment.
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