A SpaceX filing points to one customer behind a third of its revenue, and a source says it is Anthropic, the company behind the Claude AI assistant.
Anthropic, the company that makes the Claude AI assistant, is now SpaceX's largest single customer, according to a person familiar with the matter who spoke to Bloomberg. A SpaceX filing lists an unnamed 'Customer B' that made up 34.5% of third-quarter revenue. That is more than a third of the quarter's sales.
The filing does not name the customer. It only labels it 'Customer B.' The link to Anthropic comes from the source, not from a company statement. That share is also larger than the US government's, which is a major SpaceX customer.
The story hints at how much AI companies are spending to build and run their tools. Money at that scale can shape the prices and services of the products people use every day, including chat assistants like Claude.
The material available does not answer those questions. Until either company comments, the identity of Customer B rests on one unnamed source.
A source says Anthropic is SpaceX's biggest customer at 34.5% of Q3 revenue, but neither company has confirmed it in the material available.
Visa tested 22 AI models on realistic shopping tasks. They passed just over half, and often bought the wrong thing anyway.
Read more: Visa tested 22 AI shoppers, and most still make costly mistakesDARPA wants AI to hunt for design flaws in stock, bond, energy and cloud markets, so enemies cannot use them to cause economic damage that reaches households.
Read more: Pentagon wants AI to find weak spots in stock and energy marketsTuring Award winner Richard Sutton says more computing power alone will not make AI truly smart. Big AI companies disagree, which matters for anyone betting on AI.
Read more: AI pioneer says piling on computing power won't make machines smart
