Oct 29 2026

SpaceX filing shows one customer, identified as Anthropic, at 34.5% of third-quarter revenue

MONEYINFRA

Original reporting

No source was cited for this one in the issue that logged it. The link above searches for it instead of guessing at a URL.

Anthropic can end the compute deal on 90 days' notice after January and March 2027. [B](https://www.semafor.com/article/10/30/2026/anthropic-is-now-spacexs-biggest-customer)

Named in this event

SpaceXAnthropic

Open calls that touch this

Anthropic holds the Sonnet 5 price increase · 70%, resolves November 30th 2026
Anthropic IPOs before OpenAI · 75%, resolves August 6th 2027
Anthropic keeps Model 2 unreleased through February 2027 · 70%, resolves March 1st 2027
A second flagship API adopts time-of-day pricing · 55%, resolves February 17th 2027
Anthropic runs no production traffic on Fractile silicon in 2027 · 70%, resolves December 31st 2027
Broadcom's Anthropic chip financing closes at $60 billion or more · 65%, resolves June 30th 2027

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