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Anthropic reportedly becomes SpaceX’s largest single customer

Anthropic primarily rents computing resources at SpaceX’s data center in Memphis, Tennessee, according to the report. A SpaceX filing said one customer accounted for about 34.5% of revenue last quarter; a person familiar with the matter identified that customer as Anthropic. The report also says Anthropic can cancel the contract after early 2027 with 90 days’ written notice.

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Bloomberg Reportedly Identifies Anthropic as SpaceX’s Largest Customer

Material citing Bloomberg says Anthropic accounted for 34.5% of SpaceX’s third-quarter revenue, surpassing the US government as its largest customer. SpaceX’s filing identifies the client only as “Customer B.” The material says the payments rent Nvidia GPU capacity at SpaceX’s Memphis data centers.

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IT之家 科技新闻 Machine translation

Anthropic reportedly becomes SpaceX’s largest single customer

Anthropic primarily rents computing resources at SpaceX’s data center in Memphis, Tennessee, according to the report. A SpaceX filing said one customer accounted for about 34.5% of revenue last quarter; a person familiar with the matter identified that customer as Anthropic. The report also says Anthropic can cancel the contract after early 2027 with 90 days’ written notice.

Rohan Paul (@rohanpaul_ai) Machine translation

Bloomberg Reportedly Identifies Anthropic as SpaceX’s Largest Customer

Material citing Bloomberg says Anthropic accounted for 34.5% of SpaceX’s third-quarter revenue, surpassing the US government as its largest customer. SpaceX’s filing identifies the client only as “Customer B.” The material says the payments rent Nvidia GPU capacity at SpaceX’s Memphis data centers.

Rohan Paul (@rohanpaul_ai) Machine translation

Anthropic becomes SpaceX’s biggest customer, accounting for 34.5% of third-quarter revenue, Bloomberg reports

Bloomberg reports that Anthropic’s payments for Nvidia GPU capacity at SpaceX’s Memphis data centers accounted for 34.5% of SpaceX’s $14.575 billion in third-quarter revenue. The material says Anthropic’s filing puts the arrangements at up to $120.5 billion through 2029, with either side able to terminate on 90 days’ notice after the initial periods end.