Report: Anthropic Becomes SpaceX's Largest Single Customer, Contributing Over One-Third of Revenue
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According to cnBeta, SpaceX's revenue from Anthropic has surpassed the payments made by the U.S. federal government, making Anthropic its largest single customer and contributing more than one-third of revenue. The agreement between the two parties stipulates that Anthropic will use computing power from SpaceX's Memphis data center, paying up to $120.5 billion over the contract period through 2029, at approximately $3.1 billion per month starting this December. Anthropic may terminate the contract early with 90 days' notice starting from January and March 2027. Neither SpaceX nor Anthropic commented.
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The original text discloses the contract amount, monthly payment schedule, and early termination window, allowing readers to judge the degree to which SpaceX's computing business depends on a single customer.
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现在，SpaceX来自Anthropic的营收已超过美国联邦政府支付的款项。此前，美国联邦政府一直是SpaceX的最大单一客户。这也凸显出SpaceX对Anthropic依赖所带来的风险，因为根据合同条款，Anthropic最早可于明年退出双方的合作协议。
这笔营收来自Anthropic今年早些时候与SpaceX签订的协议。根据协议，Anthropic将使用SpaceX田纳西州孟菲斯市数据中心所提供的算力。马斯克正逐步将SpaceX的AI业务转型为所谓的“新兴云服务商”(neocloud)，向Anthropic和Google等客户出租数据中心的算力。
招股书显示，Anthropic已同意在截至2029年的合同期内，最多向SpaceX支付1205亿美元。从今年12月开始，Anthropic每月支付的金额将达到约31亿美元。不过，从2027年1月和2027年3月起，Anthropic分别可以提前90天发出通知，取消与SpaceX签订的相关合同。
截至发稿，Anthropic不予置评。SpaceX尚未就此置评。