Bloomberg discloses that Anthropic accounted for 34.5% of SpaceX's third-quarter revenue

Oct 30

1. 18:20

   t3n

   Anthropic Becomes SpaceX's Largest Single Customer, Contributing About One-Third of Revenue

   According to Bloomberg, citing anonymous sources, Anthropic has become SpaceX's largest single customer, contributing about one-third of revenue and replacing the U.S. government in its former position. This relationship stems from a multibillion-dollar partnership Anthropic reached with SpaceX this spring, under which it obtained most of the AI compute capacity originally belonging to xAI. The report also mentions that SpaceX plans to move AI data centers to space on a large scale, but the technical feasibility remains disputed.

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2. 15:41

   heise online

   Anthropic Becomes SpaceX's Largest Customer, Replacing the U.S. Government

   According to Bloomberg, Anthropic has become SpaceX's largest single customer, corresponding to "Customer B" in SpaceX's latest financial report and contributing about one-third of revenue. Anthropic reached a multi-billion-dollar partnership with SpaceX this spring, obtaining most of the AI compute of xAI, which was merged into the latter, and SpaceX thereby achieved billion-level profit for the first time after its record-breaking IPO. SpaceX is shifting its focus to AI, Crew Dragon is only planned to carry crew until 2030, and Falcon 9 may be retired in 2028.

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3. 14:02

   East Money

   Anthropic Reportedly Revealed as SpaceX's Mysterious Major Customer, Contributing Over One-Third of Revenue in Q3

   According to media reports citing people familiar with the matter, Anthropic is the mysterious major customer labeled "Customer B" in SpaceX's regulatory filings, contributing about 34.5% of SpaceX's revenue in the third quarter and surpassing the U.S. government to become its largest source of revenue. The two sides' cooperation consists of Anthropic leasing compute capacity from SpaceX's data center in Memphis, Tennessee; the contract is valid until 2029, with a potential spending cap of $120.5 billion, and payments of about $3.1 billion per month starting in December of this year. SpaceX's third-quarter revenue grew 161% and it achieved its first profit, with the superintelligence business generating $7.560 billion in revenue for the quarter, accounting for about 52% of total revenue.

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4. 14:01

   Cailian Press

   Anthropic Reportedly Becomes SpaceX's Largest Customer, Contributing Over One-Third of Q3 Revenue

   According to people familiar with the matter, Anthropic has become SpaceX's largest customer, contributing more than one-third of the latter's revenue in the third quarter. SpaceX regulatory filings show that about 34.5% of revenue in the quarter came from a computing power payer labeled "Customer B"; the contract between the two parties involves leasing computing power at a data center in Memphis, Tennessee, is valid until 2029, and has a potential spending cap of $120.5 billion, with Anthropic paying about $3.1 billion per month starting in December this year. SpaceX's third-quarter revenue grew 161% and it achieved profitability for the first time, with the superintelligence business generating $7.56 billion in revenue in the quarter, accounting for about 52% of total revenue.

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5. 14:01

   Cailian PressRelated discussion

   Cailian Press joined this discussion ↗

   This post contributes to heat; it is not a formal report or confirmed fact.

6. 12:45

   cnBeta

   Report: Anthropic Becomes SpaceX's Largest Single Customer, Contributing Over One-Third of Revenue

   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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7. 08:00

   Electronic Technology Application

   Anthropic Becomes SpaceX's Largest Single Customer, with Potential Contract Spending Cap of $120.5 Billion

   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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8. 06:48

   Rohan Paul

   Anthropic accounts for 34.5% of SpaceX's Q3 revenue, becoming its largest customer

   Bloomberg disclosed that Anthropic accounts for 34.5% of SpaceX's Q3 revenue of $14.575 billion, surpassing the U.S. government to become its largest customer. SpaceX's filing labels this customer only as Customer B, and the related payments are for renting Nvidia GPU compute capacity at its Memphis data center; this compute leasing business also serves Google. Anthropic's S-1 filed on October 26 shows that its arrangement with SpaceX reaches up to $120.5 billion by 2029, while its commitments to Google, Amazon, and Microsoft are minimum values of at least $114.5 billion, $110 billion, and $44.9 billion, respectively.

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9. 06:37

   Wallstreetcn

   Anthropic Reportedly SpaceX's Largest Single Customer, Contributing Over One-Third of Q3 Revenue

   According to Bloomberg, citing people familiar with the matter, Anthropic is currently SpaceX's largest single customer, contributing more than one-third of SpaceX's revenue in the third quarter, exceeding the share from the U.S. federal government. SpaceX documents show that about 34.5% of revenue that quarter came from a single AI division customer, "Customer B." Anthropic has committed to paying SpaceX up to $120.5 billion over the contract term through 2029, equivalent to about $3.1 billion per month starting this December, but it can terminate the contract with 90 days' notice after January and March 2027.

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10. 03:22

    Sina Tech

    34.5% of SpaceX's Q3 Revenue Came from Anthropic Compute Contract

    According to people familiar with the matter, Anthropic is SpaceX's single largest customer, contributing more than one-third of its revenue in the third quarter. SpaceX documents show that this customer accounts for about 34.5% of revenue, and the documents label it only as "Customer B." This revenue comes from Anthropic's use of compute at SpaceX's data center in Memphis, Tennessee. The contract is worth up to $120.5 billion and runs through 2029, but starting this December Anthropic will pay about $3.1 billion per month and may terminate the contract with 90 days' notice after January 2027 and March 2027.

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