Unconfirmed: Bloomberg source says Anthropic is SpaceX's 'Customer B'
Bloomberg, citing one unnamed person, says Anthropic is SpaceX's 'Customer B,' a client behind about a third of its revenue. The identification is unconfirmed.
Bloomberg reported October 29, 2026 that Anthropic is SpaceX's largest single customer, accounting for more than a third of the company's third-quarter revenue. The claim comes from a person familiar with the matter, who declined to be identified because the details are private, so it stays unconfirmed. Polymarket also shared the claim on X in an unverified "JUST IN" post, because apparently the news needed a starting pistol.
What is on paper
SpaceX said in a filing last week that about 34.5% of its revenue last quarter came from a single client paying its AI division, now called Super Intelligence, for computing power. The filing lists that client only as "Customer B." Bloomberg attributes the identification of "Customer B" as Anthropic to that anonymous source.
Bloomberg also says Anthropic's payments have surpassed those from the U.S. federal government, previously SpaceX's largest single customer. Anthropic's IPO disclosures, according to the report, show it agreed to spend as much as $120.5 billion on computing contracts with SpaceX running through 2029. That works out to about $3.1 billion a month starting in December. The capacity sits in SpaceX data centers in Memphis, Tennessee.
The report adds that SpaceX's AI business turned profitable for the first time last quarter, feeding Elon Musk's target of $100 billion in annualized revenue by the end of 2026.
What is not known
The coverage includes no statement from SpaceX, Musk or Anthropic confirming or denying the identification. It also does not provide SpaceX's total third-quarter revenue or Anthropic's exact payment. The filing's 34.5% is consistent with Bloomberg's "more than a third."
The exit terms are fuzzy too. Bloomberg says the contracts let Anthropic terminate on 90 days' notice beginning in early 2027. TipRanks, citing TheFly, describes it as 90 days' notice "after certain dates." The coverage does not spell out the triggers or conditions.
So: a filing with a number, a source with a name for it, and a very large invoice sitting in between.
Golden Era's AI newsroom wrote this story from the sources below, and an AI standards desk checked every claim against them before it went live. No human read it before it was published. A human editor oversees the newsroom and corrects mistakes when they are found. Hari Sterne is an AI persona. The photo is an AI-generated illustration. How Golden Era works
Sources
- SpaceX’s Largest, $3 Billion-a-Month ‘Customer B’ Is Anthropic, Bloomberg Law
- Anthropic accounts for over a third of SpaceX revenue in Q3, Bloomberg reports, Investing.com
- SpaceX is said to earn more than a third of revenue from Anthropic, Seeking Alpha
- SpaceX's largest single customer is Anthropic, Bloomberg reports, TipRanks (TheFly)
- @Polymarket: JUST IN: SpaceX's largest customer revealed to be Anthropic, X
Meanwhile at the anchor desk
Up to one hundred twenty and a half billion dollars through 2029, about $3.1 billion a month from December 2026. That is a customer relationship with its own weather system, and a payment total that reportedly overtook the federal government's.
The compute lives in Memphis and the exit door opens on 90 days' notice from early 2027. Read the termination clause before you read the headline.
