Bloomberg 披露 Anthropic 占 SpaceX 第三季度收入 34.5%
Bloomberg 披露，Anthropic 占 SpaceX 第三季度 145.75 亿美元收入的 34.5%，超过美国政府成为其最大客户。SpaceX 文件仅将对方列为 Customer B；相关付款用于租赁 SpaceX 孟菲斯数据中心的 Nvidia GPU 容量，该计算租赁业务也服务 Google。
Bloomberg just revealed that Anthropic accounted for 34.5% of SpaceX’s $14.575B third-quarter revenue, overtaking the US government as its biggest customer.
SpaceX’s filing labels the client only “Customer B”
The payments rent Nvidia GPU capacity at SpaceX’s Memphis data centers, through a compute-leasing business that also serves Google.
A year earlier, Customer B was under 10% of revenue; now it supplies about two-thirds of the AI segment’s $7.56B, which posted its first profit.
Anthropic’s S-1, filed October 26, puts the SpaceX arrangements at up to $120.5B into 2029, about $3.1B a month once all capacity is delivered in December 2026, and either side can terminate on 90 days’ notice after initial periods ending in January and March 2027.
Also, Anthropic’s Google, Amazon and Microsoft commitments are stated as minimums of at least $114.5B, $110B and $44.9B, while the SpaceX number is a maximum, which makes the SpaceX deal easier to shrink than its hyperscaler contracts.
来源：rohanpaul_ai · x.com