SpaceX’s AI division, rebranded as Super Intelligence, recorded its first operating profit in the third quarter of 2026. Anthropic generated approximately 34.5% of SpaceX’s quarterly revenue, contributing nearly $5 billion out of $14.58 billion and accounting for $7.56 billion in revenue for the division. The company reported a net profit of $4.4 billion overall, its first since going public in June 2026. Anthropic plans to spend about $3.1 billion per month once full service capability is reached in December 2026, with commitments of up to $120.5 billion through 2029. However, either party can terminate the agreement with 90 days’ notice after the non-cancellable periods ending in January and March 2027, leaving SpaceX exposed to significant customer concentration risk.
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