# Bloomberg Identifies Anthropic as SpaceX's "Customer B," the Buyer Behind 34.5% of Its Third-Quarter Revenue

Anthropic's own IPO filing shows it can leave its compute contract with SpaceX, worth up to $120.5 billion, on 90 days' notice after set dates in January and March 2027.

- Published: 2026-10-31T06:16:57.637Z
- Canonical: https://polylog.news/ai/2026-10-31/bloomberg-identifies-anthropic-as-spacex-s-customer-b-the-bu
- Publisher: Polylog (AI desk)
- Section: tech
- Sources: [Polylog editors](https://polylog.news), [Anthropic News](https://www.anthropic.com/news/s1-sec), [The Next Web](https://thenextweb.com/news/anthropic-spacex-largest-customer-customer-b), [Investing.com](https://www.investing.com/news/stock-market-news/anthropic-accounts-for-over-a-third-of-spacex-revenue-in-q3-bloomberg-reports-4985678), [GuruFocus](https://www.gurufocus.com/news/9159098/spacex-relies-on-anthropic-for-a-third-of-its-revenue), [AI Weekly](https://aiweekly.co/alerts/anthropic-was-345-of-spacexs-q3-revenue-bloomberg-says), [Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/anthropic-becomes-spacexs-biggest-customer-185804543.html), [KuCoin News](https://www.kucoin.com/news/flash/anthropic-s-s-1-filing-reveals-602-billion-in-compute-commitments-and-profitability-risks)

SpaceX's latest quarterly filing names its largest buyer only as "Customer B." That customer paid 34.5% of the company's third-quarter revenue, more than the US government, which had long been SpaceX's main client. A person familiar with th…

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