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Anthropic accounts for over a third of SpaceX revenue in Q3

Bloomberg News, citing a person familiar with the matter, said Anthropic was listed as “Customer B” in a SpaceX filing and supplied 34.5% of the rocket maker’s revenue in the third quarter, overtaking the U.S. federal government as its biggest single customer.

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Key points

  • Anthropic contributed 34.5% of SpaceX's Q3 revenue, the largest single customer
  • Anthropic's contract could total $120.5 billion through 2029, about $3.1 billion per month from Dec 2026
  • Contracts let Anthropic cancel with 90‑day notice starting early 2027; SpaceX AI unit turned profitable

The AI startup has agreed to spend up to $120.5 billion on computing capacity with SpaceX through 2029, a figure the company disclosed in its IPO paperwork. The contracts translate to roughly $3.1 billion per month beginning in December 2026 and are tied to SpaceX data‑centre capacity in Memphis, Tennessee. They also allow Anthropic to terminate the deals with 90‑day notice starting in early 2027, the report added.

SpaceX’s AI division posted its first profit in the quarter, helping Elon Musk’s goal of reaching $100 billion in annualised revenue by the end of 2026.

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  1. Anthropic accounts for over a third of SpaceX revenue in Q3this story
Full story from finance.yahoo.com · by Ayushman Ojha · via Search: AnthropicOpen source ↗

Anthropic accounts for over a third of SpaceX revenue in Q3, Bloomberg reports

finance.yahoo.com · 29 October 2026

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This text was published by finance.yahoo.com and written by Ayushman Ojha. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗

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The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.

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