知情人士称,Anthropic是SpaceX(SPCX.US)最大单一客户,贡献了该公司2026年第三季度逾三分之一的营

智通财经
Oct 30
知情人士称,Anthropic是SpaceX(SPCX.US)最大单一客户,贡献了该公司2026年第三季度逾三分之一的营收。SpaceX上周提交的文件显示,上一季度约34.5%的营收来自一家为其AI部门购买算力的客户,知情人士确认该客户为Anthropic。Anthropic此前与SpaceX签订算力合同,合同总支出最高可达1205亿美元,期限至2029年,预计自2026年12月起月均支出约31亿美元。不过,Anthropic可分别在2027年1月及3月之后,提前90天通知取消相关合同。报道指出,SpaceX对Anthropic的营收依赖凸显其AI算力业务的客户集中风险;与此同时,AI算力租赁行业面临融资收紧压力。SpaceX第三季度另一大客户为相关政府机构,贡献16.6%的营收,而美国联邦政府此前一直是其最大单一客户。

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