Source: Anthropic is "Customer B" cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government
THE SO WHAT
Anthropic accounting for 34.5% of SpaceX revenue and able to walk away after early 2027 shows how concentrated and time-bounded AI infra deals can be. Infra providers need to manage single-customer risk, and AI buyers should use this leverage window to negotiate better economics and flexibility before demand normalizes.
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