Anthropic is SpaceX’s biggest customer, bringing in a third of revenue
THE SO WHAT
One AI customer driving 34.5% of SpaceX’s quarterly revenue—potentially up to $120.5B through 2029—shows how compute buyers are becoming kingmakers in infra. If you’re not at Anthropic scale, assume you’re negotiating for leftover capacity and start planning for multi-provider or second-tier regions to avoid being de-prioritized.
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