Anthropic emerges as SpaceX's top customer, with exit rights from early 2027

On October 30, 2026, multiple media outlets cited Bloomberg and sources familiar with the matter saying that Anthropic is SpaceX's largest single customer. SpaceX had previously disclosed in a regulatory filing that around 34.5% of its third-quarter revenue came from a single customer paying its AI division, now renamed Super Intelligence, which the filing identified only as Customer B. Sources later confirmed that Customer B is Anthropic, though they declined to be named because the information is private. Reports noted that this makes Anthropic SpaceX's biggest customer, overtaking the US government.

On the contract's scale, The Next Web reported that Anthropic could spend up to $120.5B on SpaceX computing through 2029, but that it can cancel after early 2027. Wall Street CN, citing a source familiar with the matter, said Anthropic pays more than $3B per month and could exercise its contractual exit right as early as next year, so the two reports differ slightly on when the cancellation right kicks in. The payments stem from a contract the two companies signed earlier this year, under which Anthropic will use computing resources at SpaceX's data center in Memphis, Tennessee. Following the disclosure, SpaceX shares closed down 0.92% and fell a further 1.7% after hours.