Anthropic, the company behind the Claude models, has become SpaceX’s largest single customer. Its initial public offering filing discloses compute commitments of up to $120.5 billion with SpaceXAI through 2029, equivalent to approximately $3.1 billion per month at full capacity. In the third quarter of 2026, Anthropic generated about $5 billion in revenue for SpaceX, accounting for 34.5% of the company’s $14.58 billion quarterly revenue. However, the contracts finalized between May and October 2026 give both parties cancellation rights from early 2027 with 90 days’ notice. Anthropic is diversifying its computing capacity suppliers, while SpaceX’s heavy reliance on one customer creates concentration risk.
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