知情人士称，Anthropic是SpaceX的最大单一客户，在第三季度为马斯克旗下这家AI和火箭公司贡献了超过三分之一的营收。SpaceX上周在一份监管文件中表示，上季度约34.5%的营收来自一家向其AI部门付费的客户。该部门现名为Super Intelligence，主要提供算力服务。文件当时仅将这家客户称为“客户B”。不过，知情人士透露，这家客户就是Anthropic。
SpaceX
现在，SpaceX来自Anthropic的营收已超过美国联邦政府支付的款项。此前，美国联邦政府一直是SpaceX的最大单一客户。这也凸显出SpaceX对Anthropic依赖所带来的风险，因为根据合同条款，Anthropic最早可于明年退出双方的合作协议。
这笔营收来自Anthropic今年早些时候与SpaceX签订的协议。根据协议，Anthropic将使用SpaceX田纳西州孟菲斯市数据中心所提供的算力。马斯克正逐步将SpaceX的AI业务转型为所谓的“新兴云服务商”(neocloud)，向Anthropic和Google等客户出租数据中心的算力。
招股书显示，Anthropic已同意在截至2029年的合同期内，最多向SpaceX支付1205亿美元。从今年12月开始，Anthropic每月支付的金额将达到约31亿美元。不过，从2027年1月和2027年3月起，Anthropic分别可以提前90天发出通知，取消与SpaceX签订的相关合同。
截至发稿，Anthropic不予置评。SpaceX尚未就此置评。
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According to the source, Anthropic was the largest single customer of SpaceX and contributed more than one third of the revenue to AI and the rocket company under Mask in the third quarter. In a regulatory document last week, SpaceX indicated that about 34.5 per cent of the last quarter ' s receipt came from a client of its AI department, paid. The Department is now known as Super Intelligence, which mainly provides calculator services. The document referred to the client only as “Custom B”. However, informed sources revealed that the client was Anthropic.
SpaceX
Now SpaceX receives more from Anthropic than the United States federal Government. Previously, the federal Government of the United States had been the largest single customer of SpaceX. This also highlights the risk of SpaceX relying on Anthropic, which, under the terms of the contract, could withdraw from the cooperation agreement between the parties as early as next year.
This is from an agreement signed earlier this year between Anthropic and SpaceX. According to the agreement, Anthropic will use the calculus provided by the data centre in Memphis, SpaceX Tennessee. Mask is gradually transforming SpaceX's AI operations into the so-called “neocloud” to lease data centre calculations to clients such as Anthropic and Google.
According to the requisition, Anthropic had agreed to pay SpaceX up to $12.5 billion for the period of the contract up to 2029. Starting in December this year, Anthropic will pay approximately $3.1 billion a month. However, from January 2027 and March 2027, Anthony was able to cancel the relevant contract with SpaceX by giving 90 days ' notice.
At the time of submission, Anthropic did not comment. SpaceX has not yet commented on this.
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