Anthropic becomes SpaceX's biggest customer, bringing in a third of revenue

A third of revenue from one customer

According to Bloomberg, Anthropic is the "Customer B" that accounted for 34.5% of SpaceX's third-quarter revenue. That makes Anthropic SpaceX's largest customer, overtaking the US government.

Up to $120.5B in spending

Anthropic could spend up to $120.5 billion on SpaceX computing through 2029. The deal includes an exit clause: Anthropic can cancel after early 2027.

Why it matters

AI companies turning to space and satellite infrastructure for compute shows how critical data center capacity has become. With Anthropic in the middle of its IPO process, a commitment of this scale directly shapes its cost structure.