On October 30, Bloomberg reported—citing informed sources—that AI unicorn Anthropic has officially overtaken the U.S. federal government to become Elon Musk’s SpaceX’s largest single customer.
According to SpaceX’s most recent filing submitted last week, roughly 34.5% of the company’s revenue in the just-concluded third quarter originated from a single customer. This mysterious buyer mainly procures services related to SpaceX’s AI division responsible for providing computational resources. Sources confirmed to the media that the buyer referred to as “Customer B” in the documents is indeed Anthropic.
In terms of specific collaborative operations, Anthropic primarily leases substantial computing resources from SpaceX’s data center located in Memphis, Tennessee. Combined with Anthropic’s previously released IPO prospectus, the long-term contract between the two parties is set to remain in effect until 2029, with potential expenditures capped at up to $120.5 billion.
At the current pace of fulfillment, starting this December, Anthropic will be paying SpaceX approximately $3.1 billion per month. However, the contract terms also allow both parties some flexibility: Anthropic retains the right to unilaterally terminate the agreement by providing 90 days’ written notice after early 2027. This deep collaboration not only underscores the immense, almost bottomless demand currently faced by cutting-edge AI companies for underlying computational power, but it has also unexpectedly positioned SpaceX as one of the most profitable behind-the-scenes winners in this latest wave of the AI gold rush.