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Anthropic reportedly accounts for about 34.5% of SpaceX revenue

Bloomberg cited a person familiar with the matter as saying Anthropic has replaced the US federal government as SpaceX’s largest single customer. A filing said one customer, identified by the person as Anthropic, accounted for about 34.5% of SpaceX’s revenue last quarter. Anthropic primarily rents computing resources at SpaceX’s data center in Memphis, Tennessee.

Source published: Brief prepared:

What to know

  • 01

    The contract runs through 2029, with potential spending capped at $120.5 billion.

  • 02

    Monthly payments are set to reach about $3.1 billion from December this year; Anthropic can cancel after early 2027 by giving 90 days’ written notice.

Why it matters

The reported revenue share highlights the importance of a single computing-services customer to SpaceX’s business.

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