Anthropic Is Now SpaceX’s Biggest Customer, Ahead of the U.S. Government

TLDR Anthropic made up 34.5% of SpaceX’s third-quarter revenue, Bloomberg reported. Its payments now top those from the U.S. federal government, SpaceX’s previous largest customer. Anthropic agreed to spend up to $120.5 billion on SpaceX computing through 2029. The contracts allow Anthropic to cancel with 90 days’ notice starting in early 2027. SpaceX’s AI business turned profitable for the first time in the latest quarter. Anthropic accounted for more than a third of SpaceX’s revenue in the third quarter, Bloomberg News reported on Thursday. The report cited a person familiar with the matter. Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time.

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