Musk Says SpaceX Relies Mainly on AI Compute Rental with Anthropic as Top Client
11/07/2026 — 11/07, 03:16·1 sources (all)·1 reports (all)
Key takeaways
- Elon Musk stated that SpaceX now relies primarily on renting out AI compute capacity for profitability, with Anthropic as its largest custom…
Background & analysis
On November 7, 2026, The Next Web reported statements attributed to Elon Musk claiming that government contracts will account for less than 10% of SpaceX's revenue this quarter, down from 16.6%. According to the same report, Musk said the company now earns most of its income from renting out AI computing power, with Anthropic as its biggest customer. The report added that the Anthropic contract can be exited as early as early 2027. No independent confirmation of these claims was provided, and no further developments have been reported since, leaving the matter at the stage of Musk's own assertions.
AI-generated from 1 reports · updated 2 hours ago
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According to The Next Web, Elon Musk stated that government contracts will make up less than 10% of SpaceX's revenue this quarter, with the company now earning most of its revenue from renting AI compute, where Anthropic is the largest customer.
The Next WebAI score 58
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