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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

Anthropic PBC is SpaceX's largest single customer, a person familiar with the matter said, accounting for more than a third …

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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

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Bloomberg — 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 ↗

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Wall Street Journal: Anthropic is likely to tell IPO investors that its potential revenue opportunities are above $30T, topping SpaceX's $28.5T; Uber predicted $6T in 2019

Bloomberg: Anthropic expects to match or beat the size of SpaceX's record-setting IPO, as it prepares to file publicly for its IPO as soon as the end of August

The Information: IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period

Financial Times: SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients

Wall Street Journal: How Anthropic co-founder Tom Brown used GOP ties to end a June standoff over model safety and win over Musk, brokering a $1.25B/month SpaceX compute deal

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