Bloomberg identifies SpaceX's largest customer as Anthropic
Anthropic accounted for 34.5% of SpaceX's Q3 revenue, or roughly 5 billion dollars of the 14.6 billion dollars reported.
Bloomberg reported on October 29, 2026 that SpaceX's largest customer, identified in company filings only as "Customer B", is Anthropic. The AI company's payments made up 34.5% of SpaceX's quarterly revenue.
SpaceX reported 14.6 billion dollars in revenue for the third quarter, according to the filing, which puts Anthropic's contribution at about 5 billion dollars for the period. That share was below 10% in the same quarter a year earlier.
The payments from Anthropic also exceeded what SpaceX earns from the US federal government in the quarter, the filing shows.
SpaceX's "Super Intelligence" AI segment posted about 7.6 billion dollars in third-quarter revenue, 52% of the total, and turned a profit for the first time.
A contract of up to 120.5 billion dollars
In its IPO filing on October 26, 2026, Anthropic disclosed a computing contract with SpaceX worth up to 120.5 billion dollars through 2029. Anthropic holds the right to terminate the agreement starting January 2027 and again from March 2027, with at least 90 days' notice.
SpaceX disclosed in June 2026 a deal to supply Anthropic with computing capacity based on 325,000 Nvidia GPUs for 1.25 billion dollars per month, as it expands a neocloud business renting capacity from a large data center in Memphis to Anthropic, Google and other customers.
Quick answers
Who is SpaceX's largest customer?
Anthropic, according to Bloomberg, which reported that the company behind the filing's "Customer B" label is the AI developer.
How much does Anthropic pay SpaceX?
Anthropic accounted for 34.5% of SpaceX's third-quarter revenue of 14.6 billion dollars, or roughly 5 billion dollars. Their computing contract is worth up to 120.5 billion dollars through 2029.
Can Anthropic end the SpaceX contract?
Yes. Anthropic holds termination rights starting January 2027 and March 2027, with at least 90 days' notice.