SpaceX’s largest, $3 billion-a-month ‘Customer B’ is Anthropic
- Bloomberg reported on Thursday that Anthropic is SpaceX's largest customer, accounting for 34.5% of the company's third-quarter revenue and surpassing the U.S. federal government as its biggest client.
- SpaceX's artificial intelligence unit, Super Intelligence, turned a profit for the first time last quarter as revenue surged 161%, driven by expanding computing services to meet growing demand.
- Anthropic could spend up to $120.5B on SpaceX computing through 2029, while Google pays about $920M monthly for similar services, illustrating the scale of SpaceX's computing business.
- SpaceX faces significant exposure to a single client; Anthropic can cancel with 90 days notice after early 2027, leaving the company vulnerable to sudden revenue loss.
- Elon Musk argues SpaceX remains safer than competing computing firms as lenders tighten capital access, supported by data centers in Memphis, Tennessee, and diversified revenue from Starlink and launch services.
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Although SpaceX posted its first quarterly profit in the artificial intelligence (AI) business, it was found to rely on a single client, Antropic, for more than one-third of its total revenue. Amid worsening financing conditions in the AI infrastructure market, this customer concentration has emerged as a new risk factor. Bloomberg reported on the 29th (local time), citing sources, that an anonymous client, Antropic, accounted for 34.5% of Space…
The American artificial intelligence developer, Anthropic, became the largest client of SpaceX Corporation Ilona Maska, reporting Bloomberg to the U.S. government. Over 34.5 per cent of the income of SpaceX in the third quarter of this year, is transferred to Bloomberg. In official SpaceX documents, the developer is listed as client B. The company has transferred more funds than the U.S. federal government, which was formerly the largest client …
(Seoul = Yonhap News) Reporter Jung Joo-ho = Bloomberg reported on the 29th (local time) that an anonymous single customer accounted for one-third of SpaceX's revenue last quarter was Antropic...
Anthropic is SpaceX's biggest customer, bringing in a third of revenue
Anthropic is the “Customer B” that made up 34.5% of SpaceX’s third-quarter revenue, Bloomberg reports, overtaking the US government as its biggest client. Anthropic could spend up to $120.5B on SpaceX computing through 2029, but can cancel after early 2027. Anthropic is SpaceX’s largest customer, accounting for more than a third of its revenue in […] This story continues at The Next Web
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