Anthropic is SpaceX’s largest single customer, Bloomberg reported on Thursday, Oct. 29, citing a person familiar with the matter who declined to be identified because the details are private. SpaceX’s own filing does not name the client.
In its quarterly report, filed Oct. 22, SpaceX said a customer it calls “Customer B” accounted for 34.5% of consolidated revenue in the quarter ended Sept. 30 and 24.2% for the first nine months. The filing says Customer B’s revenue relates to the Super Intelligence segment, which was formerly the AI segment. SpaceX reported total third-quarter revenue of $14.575 billion, including $7.56 billion from Super Intelligence. A second customer, “Customer A,” accounted for 16.6% of the quarter. The filing does not name either one.
Bloomberg’s source said Customer B is Anthropic. Bloomberg also reported that revenue from Anthropic has surpassed payments from the U.S. federal government, previously SpaceX’s biggest single customer, and described SpaceX as exposed to a client “with the contractual ability to exit the deal as soon as next year.”
Anthropic’s own S-1, filed Oct. 26, describes agreements with SpaceXAI, a wholly owned SpaceX subsidiary, and does not refer to SpaceX’s Customer B. (The S-1’s own table of customers labeled A through D covers Anthropic’s customers and is unrelated.) It says Anthropic entered into and amended several agreements with SpaceXAI between May and October 2026 to access compute powered by Nvidia GPUs. Anthropic said it agreed “to spend an aggregate of up to $120.5 billion over terms extending into 2029,” about $3.1 billion a month once all capacity is delivered, which it expects in December 2026, with different fees during capacity ramping periods.
On exit terms, the S-1 says the agreements have initial non-cancelable periods ending in January 2027 and March 2027. After that, each agreement “may be cancelled by either party upon 90 days’ advance written notice,” Anthropic said. SpaceX’s 10-Q separately says its cloud services contracts are typically three years and terminable by either party on 90 days’ notice, without tying that language to any named customer.
Neither SpaceX’s 10-Q nor Anthropic’s S-1 identifies Anthropic as Customer B. Anthropic declined to comment and SpaceX did not respond to Bloomberg, according to The Next Web, which attributed that account to Bloomberg. Related coverage: Anthropic’s public S-1 and SpaceX’s $40 billion GPU lease deal with Apollo.
Sources
- Bloomberg News via Bloomberg Law (Dina Bass, Carmen Arroyo, Loren Grush): SpaceX’s Largest, $3 Billion-a-Month ‘Customer B’ Is Anthropic (October 29, 2026, 3:19 PM ET; opening paragraphs only, paywalled)
- Bloomberg via The Japan Times: SpaceX’s largest, $3 billion-a-month ‘Customer B’ is Anthropic (October 30, 2026; opening paragraphs only)
- The Next Web: Anthropic is SpaceX’s biggest customer, bringing in a third of revenue (October 30, 2026; relays Bloomberg)
- Space Exploration Technologies Corp. Form 10-Q for the quarter ended September 30, 2026 (filed October 22, 2026)
- Anthropic, PBC Form S-1 (October 26, 2026)
- AI Tech Daily: Anthropic files public S-1 for Nasdaq IPO under ANT, confirms $80.7 billion first-half loss
- AI Tech Daily: SpaceX signs $40 billion GPU lease deal with Apollo