Anthropic accounts for 34.5% of SpaceX Q3 revenue under $120.5B compute deal
thione · x · 2026-11-02
Bloomberg reports Anthropic was 34.5% of SpaceX's Q3 revenue, surpassing the U.S. government as its top customer. Anthropic has signed up to $120.5B in compute contracts through 2029 ($3.1B/month starting December), with 90-day termination clauses from early 2027. The deals cover SpaceX's Memphis data centers; SpaceX's AI business turned profitable for the first time this quarter.
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