Anthropic reportedly accounts for a third of SpaceX's quarterly revenue
Bloomberg identified Anthropic as SpaceX's unnamed Customer B, which accounted for about a third of SpaceX's third-quarter sales.
By Ryan Merket · Published · Updated
Primary source: FT + NYT + Semafor discovery (Google News)
Why it matters
A single customer producing about a third of SpaceX's quarterly revenue concentrates risk in both companies. Bloomberg's identification connects that share to Anthropic's SpaceXAI compute agreements, which either party can terminate on 90 days' notice after initial periods ending in January and March 2027.
Anthropic has been identified as the unnamed customer behind 34.5% of SpaceX's third-quarter revenue. Bloomberg reported the identification on October 29th, citing a person familiar with the matter, and Semafor summarized the finding on October 30th as Anthropic "accounting for a third of sales last quarter."…
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