How Anthropic (ANT) and SpaceX (SPCX) are Connected Primary Customer Relationship: Anthropic has emerged as a massive customer for SpaceX's AI infrastructure division (Super Intelligence), committing to spend up to $120.5 billion through 2029 for computing capacity at SpaceX data centers in Memphis, Tennessee. Revenue Impact: Anthropic accounts for over a third (roughly 34.5%) of SpaceX's AI/quarterly revenue. An Anthropic public listing will inject significant capital into Anthropic's balance sheet, helping lock in or expand its multi-year compute commitments with SpaceX.
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