Anthropic is SpaceX's largest customer, over a third of Q3 revenue, per Bloomberg

Anthropic is SpaceX's largest single customer, accounting for more than a third (34.5%) of SpaceX's AI division revenue in Q3, per Bloomberg. Anthropic disclosed agreements worth up to $120.5 billion with SpaceX and xAI for NVIDIA GPU computing capacity through 2029, expected to generate about $3.1 billion in monthly fees once all capacity is delivered by December.

Detected & updated continuously · Source: Nebula