THE DEAL HAS HELPED SPACEX’S AI DIVISION TURN PROFITABLE, BUT CONTRACT EXIT CLAUSES ALLOW ANTHROPIC TO WITHDRAW WITH 90 | Hanami
THE DEAL HAS HELPED SPACEX’S AI DIVISION TURN PROFITABLE, BUT CONTRACT EXIT CLAUSES ALLOW ANTHROPIC TO WITHDRAW WITH 90 DAYS’ NOTICE AFTER SPECIFIED DATES IN EARLY 2027. THE CONCENTRATION RAISES QUESTIONS ABOUT SPACEX’S RELIANCE ON A SINGLE CUSTOMER AS IT EXPANDS ITS AI DATA-CENTER BUSINESS.
Reply to @FirstSquawk: ANTHROPIC HAS BECOME SPACEX’S LARGEST CUSTOMER, ACCOUNTING FOR 34.5% OF THIRD-QUARTER REVENUE, SURPASSING THE US FEDERAL GOVERNMENT. THE AI COMPANY HAS AGREED TO SPEND UP TO $120.5 BILLION ON SPACEX COMPUTING CAPACITY THROUGH 2029, WITH PAYMENTS EXPECTED TO REACH ABOUT $3.1 BILLION MONTHLY FROM DECEMBER 2026.