According to a Bloomberg report citing an anonymous source, the company behind "Customer B" in SpaceX's latest financial report is the AI company Anthropic. It is said to account for around one third of revenue. The basis is a multibillion-dollar partnership agreed in the spring, under which Anthropic secured most of the AI computing capacity of xAI, which has since been merged into SpaceX.
What the report shows
According to t3n, the figures come from a Bloomberg report. The report cites an anonymous source; no official confirmation from SpaceX or Anthropic is present in the available information.
Context
If the account is confirmed, it would illustrate how heavily infrastructure providers can come to depend on a few large AI customers. For German companies buying AI computing power, this mainly suggests keeping an eye on dependencies on individual providers and their customer structure. It remains open how durable the partnership will be in the long term.
Sources
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