Anthropic Becomes SpaceX's Largest Single Customer, with Potential Contract Spending Cap of $120.5 Billion
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According to Bloomberg, Anthropic has become SpaceX's largest single customer, a position previously held by the U.S. federal government. Filings submitted by SpaceX last week show that approximately 34.5% of revenue in the previous quarter came from a single customer, which mainly purchases computing power services from its artificial intelligence division; people familiar with the matter confirmed that the customer is Anthropic. Anthropic primarily leases computing resources from SpaceX's data center in Memphis, Tennessee. The contract is valid until 2029, with a potential spending cap of $120.5 billion, paying approximately $3.1 billion per month starting in December of this year, and the contract may be canceled after early 2027 with 90 days' written notice.
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The original text discloses the contract amount, term, and cancellation clauses, allowing readers to understand the scale and binding arrangements of AI companies' computing power procurement.
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据彭博社报道，一位知情人士透露，Anthropic 已成为 SpaceX 的最大单一客户。此前，美国联邦政府一直是 SpaceX 的最大单一客户。
今年第三季度，该公司为埃隆 · 马斯克（Elon Musk）旗下 SpaceX 贡献了超三分之一的营收。
SpaceX 在上周提交的申报文件中指出，上一季度约 34.5% 的营收来自单一客户，该客户主要向其负责提供算力的人工智能部门采购服务。
知情人士证实，文件中仅被称为“客户 B”的神秘买家正是 Anthropic。
具体合作方面，Anthropic 主要租赁 SpaceX 位于田纳西州孟菲斯数据中心的计算资源。其 IPO 招股书文件显示，双方签署的合同有效期至 2029 年，潜在支出上限达 1,205 亿美元（IT之家注：现汇率约合 8,050.05 亿元人民币）。
从今年 12 月开始，Anthropic 每月支付的金额将达到约 31 亿美元（现汇率约合 207.1 亿元人民币）。不过，Anthropic 拥有在 2027 年初之后提前 90 天书面通知即可取消合同的权利。