Anthropic Becomes SpaceX's Largest Customer as Third Quarter Spend Hits $5B

Anthropic became SpaceX's largest customer in the third quarter, contributing approximately $5 billion in revenue, which accounted for roughly 34.5% of SpaceX's total revenue during the period. The payment is part of a long-term agreement worth up to $120.5 billion through 2029 for the use of Nvidia GPU capacity and computing power, with monthly payments set to increase to $3.1 billion starting in December.