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Market Chatter: Anthropic Identified as SpaceX's Largest Single Customer During Q3

Market Chatter: Anthropic Identified as SpaceX's Largest Single Customer During Q3

MT newswireMT newswire2026/10/30 10:29
06:29 AM EDT, 10/30/2026 (MT Newswires) -- Anthropic is SpaceX's (SPCX) largest single client, accounting for more than a third of its Q3 revenue, Bloomberg reported Thursday afternoon, citing a person familiar with the matter. SpaceX disclosed in a filing last week that around 34.5% of its revenue for the quarter ended Sept. 30 came from "Customer B" of its Super Intelligence segment. This client is Anthropic, the source reportedly said. The US federal government was previously SpaceX's largest single customer, according to the report. Anthropic and SpaceX did not immediately respond to requests for comment from MT Newswires. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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