<!-- mobian-agent-page publisher="dailydev" canonical="https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0" -->

---
title: Anthropic is SpaceX’s biggest customer, bringing in a...
description: Anthropic is the Customer B that made up 34.5% of SpaceX's third-quarter revenue, Bloomberg reports, overtaking the US government. SpaceX's filing called the...
canonical: https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0
twitter:card: summary_large_image
twitter:site: @dailydotdev
og:type: website
og:site_name: daily.dev
og:title: Anthropic is SpaceX’s biggest customer, bringing in a third of revenue | daily.dev
og:description: Anthropic is the Customer B that made up 34.5% of SpaceX's third-quarter revenue, Bloomberg reports, overtaking the US government. SpaceX's filing called the...
og:url: https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0
og:image: https://api.daily.dev/og/posts/xHaCBxYh0.png
og:image:alt: Anthropic is SpaceX’s biggest customer, bringing in a third of revenue
og:image:width: 1200
og:image:height: 630
og:locale: en
---

> ## Documentation Index
> Fetch the complete documentation index at: https://daily.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Anthropic is SpaceX’s biggest customer, bringing in a third of revenue

**[The Next Web](https://daily.dev/sources/tnw)** · 2 min read · 0 upvotes · 0 comments

## Summary

Anthropic is the Customer B that made up 34.5% of SpaceX's third-quarter revenue, Bloomberg reports, overtaking the US government. SpaceX's filing called the client only 'Customer B', a buyer of computing power from its AI unit, now called Super Intelligence. Anthropic rents computing power at SpaceX's Memphis, Tennessee data centers and could spend up to $120.5B through 2029, about $3.1B a month from December. It can cancel with 90 days' notice after early 2027. SpaceX's AI unit turned a profit for the first time last quarter, while SpaceX's revenue rose 161%. SpaceX also rents computing power to Google, which pays about $920M a month.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://thenextweb.com/news/anthropic-spacex-largest-customer-customer-b>

## Questions this post answers

### How much of SpaceX's revenue comes from Anthropic?

Anthropic accounted for 34.5% of SpaceX's third-quarter revenue, according to Bloomberg, making it SpaceX's largest customer and overtaking the US government. SpaceX's own filing identified the client only as 'Customer B', a buyer of computing power from SpaceX's AI unit, Super Intelligence, which rents data center capacity in Memphis, Tennessee.

_Anyone tracking who's bankrolling AI infrastructure deals can follow spending disclosures like this on daily.dev._

### How much could Anthropic spend on SpaceX compute under its contract?

Anthropic's IPO filing shows it could spend up to $120.5 billion on SpaceX computing contracts running through 2029, roughly $3.1 billion a month starting in December. However, Anthropic can cancel the deal with 90 days' notice after early 2027, which leaves SpaceX heavily exposed to a single customer for a major revenue stream.

_Developers evaluating AI compute contracts can weigh deal terms like these via daily.dev._

### How much does Google pay SpaceX for computing power?

Google pays SpaceX about $920 million a month to rent computing power, separate from the much larger Anthropic deal. SpaceX's AI compute unit, which serves both companies, turned a profit for the first time last quarter as SpaceX's overall revenue rose 161%.

_Those comparing AI compute providers and pricing can keep tabs on deals like this on daily.dev._

## Similar posts on daily.dev

- [Anthropic will pay xAI $1.25 billion per month for compute](https://daily.dev/posts/anthropic-will-pay-xai-1-25-billion-per-month-for-compute-xgyorhtay) · TechCrunch · 0 upvotes · 0 comments
- [I think Anthropic and OpenAI have found product-market fit](https://daily.dev/posts/i-think-anthropic-and-openai-have-found-product-market-fit-azovmehbd) · Simon Willison · 4 upvotes · 1 comments

---

Tags: [#cloud](https://daily.dev/tags/cloud), [#anthropic](https://daily.dev/tags/anthropic), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure), [#spacex](https://daily.dev/tags/spacex)

[View this post on daily.dev](https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0)

```json
{"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]}
{"@context":"https://schema.org","@type":"TechArticle","headline":"Anthropic is SpaceX’s biggest customer, bringing in a third of revenue","url":"https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0"},"datePublished":"2026-10-29T20:15:11.832Z","dateModified":"2026-10-29T20:22:29.166Z","description":"Anthropic is the Customer B that made up 34.5% of SpaceX's third-quarter revenue, Bloomberg reports, overtaking the US government. SpaceX's filing called the...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/e218c83c6d7d29183bc8c64ea694ee5c?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/e218c83c6d7d29183bc8c64ea694ee5c?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"cloud,anthropic,ai-infrastructure,spacex","timeRequired":"PT2M"}
{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Anthropic is SpaceX’s biggest customer, bringing in a third of revenue"}]}
{"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/anthropic-is-spacex-s-biggest-customer-bringing-in-a-third-of-revenue-xhacbxyh0#faq","mainEntity":[{"@type":"Question","name":"How much of SpaceX's revenue comes from Anthropic?","acceptedAnswer":{"@type":"Answer","text":"Anthropic accounted for 34.5% of SpaceX's third-quarter revenue, according to Bloomberg, making it SpaceX's largest customer and overtaking the US government. SpaceX's own filing identified the client only as 'Customer B', a buyer of computing power from SpaceX's AI unit, Super Intelligence, which rents data center capacity in Memphis, Tennessee. Anyone tracking who's bankrolling AI infrastructure deals can follow spending disclosures like this on daily.dev."}},{"@type":"Question","name":"How much could Anthropic spend on SpaceX compute under its contract?","acceptedAnswer":{"@type":"Answer","text":"Anthropic's IPO filing shows it could spend up to $120.5 billion on SpaceX computing contracts running through 2029, roughly $3.1 billion a month starting in December. However, Anthropic can cancel the deal with 90 days' notice after early 2027, which leaves SpaceX heavily exposed to a single customer for a major revenue stream. Developers evaluating AI compute contracts can weigh deal terms like these via daily.dev."}},{"@type":"Question","name":"How much does Google pay SpaceX for computing power?","acceptedAnswer":{"@type":"Answer","text":"Google pays SpaceX about $920 million a month to rent computing power, separate from the much larger Anthropic deal. SpaceX's AI compute unit, which serves both companies, turned a profit for the first time last quarter as SpaceX's overall revenue rose 161%. Those comparing AI compute providers and pricing can keep tabs on deals like this on daily.dev."}}]}
```

