Bloomberg reveals Anthropic accounted for 34.5% of SpaceX's $14.575B third-quarter revenue, overtaking the US government as its biggest customer
Bloomberg has revealed that Anthropic accounted for 34.5% of SpaceX's $14.575 billion third-quarter revenue, overtaking the US government as its largest customer. The payments rent Nvidia GPU capacity at SpaceX's Memphis data centres, and Anthropic's S-1 filing puts the arrangements at up to $120.5 billion through 2029. That matters because it shows how central one AI lab has become to SpaceX's revenue, while the filing notes the SpaceX figure is a maximum that is easier to shrink than Anthropic's minimum commitments to hyperscalers.
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- Rohan Paul2026-10-29 22:48