Bloomberg reported on October 29, 2026, that Anthropic was SpaceX’s Customer B in the third quarter. SpaceX’s October 22 Form 10-Q labels the customer Customer B and assigns it 34.5% of consolidated revenue for Q3 and 24.2% for the first nine months of 2026, all from its Super Intelligence (SI) segment. SpaceX’s filing supplies the revenue figures; Bloomberg attributed the customer’s identity to a person familiar with the matter.
What SpaceX reported about its largest customer shares
SpaceX reported $14.575 billion in consolidated Q3 revenue. Customer B’s 34.5% share was considerably higher than Customer A’s 16.6%; over the first nine months of 2026, the figures were 24.2% and 17.3%, respectively. The filing assigns Customer B’s revenue to the SI segment and Customer A’s revenue to all three SpaceX segments.
| Customer label in SpaceX’s filing | Q3 2026 revenue share | First nine months of 2026 revenue share | Segments attributed |
| Customer A | 16.6% | 17.3% | All three segments |
| Customer B | 34.5% | 24.2% | SI only |
Multiplying $14.575 billion by 34.5% gives about $5.03 billion in revenue attributed to Customer B for the quarter. That is a calculation from SpaceX’s reported total and customer share. Bloomberg’s identification would make Anthropic the customer behind that figure.
NeoTeo previously covered SpaceX’s plan to rent out some of its computing capacity. The Q3 filing adds a measure of how concentrated SpaceX’s reported revenue was in one customer account.
What the reported contract figures describe
Reporting on Anthropic’s public IPO prospectus described SpaceX compute agreements with a ceiling of up to $120.5 billion through 2029. The reported rate rises to about $3.1 billion per month once all contracted capacity is delivered, which Anthropic expected in December 2026. Fees differ during the capacity ramp-up, so the full-capacity rate describes a later stage of the agreements.
SpaceX describes its cloud-services arrangements generally as fixed-monthly-fee contracts, typically three years long and terminable by either party on 90 days’ notice. A separate analysis of Anthropic’s prospectus reported that initial non-cancellable periods for the agreements ended in January and March 2027, after which either party could cancel with 90 days’ written notice.
The announced compute capacity was in Memphis
The companies’ May 2026 compute arrangement covered capacity at Colossus 1 in Memphis, Tennessee. CNBC reported that the facility’s capacity covered by the deal exceeded 300 megawatts. Anthropic said the arrangement was intended to improve compute availability for paid Claude Pro and Claude Max subscribers, CNBC reported at the time. Anthropic had also expressed interest in exploring space-based compute development.
Caleb Writes Code’s May 8, 2026, English-language analysis discusses the earlier compute arrangement and possible effects on Claude subscribers.
