Anthropic Becomes SpaceX's Largest Customer with Massive Compute Lease
Bloomberg reports that Anthropic has surpassed the US government as SpaceX's largest single customer, contributing over 34.5% of its Q3 revenue. The deal involves leasing compute resources from a Memphis data center, with a contract running until 2029 and a potential spending cap of $120.5 billion.
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IT Home reported on October 30 that, according to Bloomberg, Anthropic has become SpaceX's largest single customer, surpassing the U.S. federal government, which had previously held that position.
In the third quarter of this year, Anthropic contributed more than one-third of the revenue for Elon Musk's SpaceX.
SpaceX noted in filings submitted last week that approximately 34.5% of its revenue in the previous quarter came from a single customer, primarily purchasing services from its AI division responsible for providing compute resources.
Sources confirmed that the mysterious buyer referred to only as "Customer B" in the filings is indeed Anthropic.
Regarding the specifics of the partnership, Anthropic primarily leases computing resources at SpaceX's data center in Memphis, Tennessee. The company's IPO prospectus indicates that the contract between the two parties is valid through 2029, with a potential spending cap of $120.5 billion (approximately RMB 805.005 billion at current exchange rates).
Starting in December of this year, Anthropic's monthly payments will reach approximately $3.1 billion (approximately RMB 20.71 billion at current exchange rates). However, Anthropic retains the right to terminate the contract after early 2027 by providing 90 days' written notice.