Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will be paying Elon $3.1 billion a month starting in December 2026.
Anthropic is SpaceX's largest customer, paying $3.1 billion a month from December 2026
AIAndrew Curran says Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. He says the compute-as-a-service client, identified as "Customer B" in a SpaceX filing, accounted for 34.5% of SpaceX's revenue last quarter.
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Andrew Curran · x.comPublished · added here
Original title: Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% o...