原帖引用 · AI 翻译
彭博社刚刚披露，Anthropic 占 SpaceX 第三季度 145.75 亿美元收入的 34.5%，超过美国政府，成为其最大客户。
SpaceX 的申报文件仅将该客户标为“客户 B”
这些款项用于租用 SpaceX 位于孟菲斯的数据中心的 Nvidia GPU 算力，租用通过一家也为 Google 提供服务的算力租赁业务进行。
一年前，客户 B 贡献的收入占比不到 10%；如今，它贡献了 AI 业务 75.6 亿美元收入的约三分之二，而该业务首次实现盈利。
Anthropic 于 10 月 26 日提交的 S-1 文件显示，与 SpaceX 的安排截至 2029 年最高可达 1205 亿美元；2026 年 12 月全部算力交付后，每月约为 31 亿美元；在分别于 2027 年 1 月和 3 月结束的初始期限届满后，任何一方均可提前 90 天通知终止安排。
此外，Anthropic 对 Google、Amazon 和 Microsoft 的承诺分别规定了至少 1145 亿美元、1100 亿美元和 449 亿美元的最低金额，而 SpaceX 的数字是最高金额，这使得 SpaceX 的交易比其与超大规模云服务商签订的合同更容易缩减。
原文
Bloomberg just revealed that Anthropic accounted for 34.5% of SpaceX’s $14.575B third-quarter revenue, overtaking the US government as its biggest customer. SpaceX’s filing labels the client only “Customer B” The payments rent Nvidia GPU capacity at SpaceX’s Memphis data centers, through a compute-leasing business that also serves Google. A year earlier, Customer B was under 10% of revenue; now it supplies about two-thirds of the AI segment’s $7.56B, which posted its first profit. Anthropic’s S-1, filed October 26, puts the SpaceX arrangements at up to $120.5B into 2029, about $3.1B a month once all capacity is delivered in December 2026, and either side can terminate on 90 days’ notice after initial periods ending in January and March 2027. Also, Anthropic’s Google, Amazon and Microsoft commitments are stated as minimums of at least $114.5B, $110B and $44.9B, while the SpaceX number is a maximum, which makes the SpaceX deal easier to shrink than its hyperscaler contracts.