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Anthropic is SpaceX's largest customer, accounting for 34.5% of third-quarter revenue

Anthropic is the unnamed "Customer B" that made up about 34.5% of SpaceX's third-quarter revenue, overtaking the US government as its biggest client, Bloomberg reported, citing a person familiar with the matter. Anthropic rents computing capacity from SpaceX's Super Intelligence unit at its Memphis data centers and has disclosed it could spend up to $120.5 billion through 2029, about $3.1 billion a month once capacity is fully delivered. The contracts can be terminated on 90 days' notice after their initial terms end in early 2027.

Source: Bloomberg

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