Anthropic is the “Customer B” behind 34.5% of SpaceX's third-quarter revenue, Bloomberg reports

SpaceX's quarterly report for the three months to 30 September says one client, “Customer B”, supplied 34.5% of its consolidated revenue in the quarter and 24.2% over nine months. The filing says that revenue relates to its SI (Super Intelligence) segment, its AI unit. It does not name the customer.

Bloomberg reported on 29 October, citing a person familiar with the matter, that Customer B is Anthropic, according to Investing.com and The Next Web. Investing.com and The Next Web also report, citing Anthropic's IPO disclosures, that Anthropic has agreed to spend up to $120.5bn on SpaceX computing contracts running through 2029. Bloomberg reported that Anthropic can cancel with 90 days' notice from early 2027, according to Investing.com.

Anthropic declined to comment and SpaceX did not respond, Bloomberg reported, according to The Next Web.

• Confirmed One customer, “Customer B”, supplied 34.5% of SpaceX's third-quarter revenue and 24.2% over nine months, all in its Super Intelligence segment; the filing does not name it. SpaceX 10-Q for the quarter to 30 September 2026
• Reported Customer B is Anthropic, Bloomberg reported, according to Investing.com. Investing.com
• Reported Anthropic has agreed to spend up to $120.5bn on SpaceX computing through 2029, The Next Web reported from Anthropic's IPO disclosures. The Next Web