Andrew Curran· @AndrewCurran_ · X·· 6 小时前AI 评分58
AI 导读
据知情人士透露，SpaceX 财报中匿名的 Customer B 即 Anthropic，其向 SpaceX 旗下 AI 部门 Super Intelligence 采购算力，上季度贡献了 SpaceX 约 34.5% 的收入，超过 NASA 和五角大楼。Anthropic 已承诺到 2029 年最多支出 1205 亿美元，并从 2026 年 12 月起每月向 Elon Musk 支付 31 亿美元。
正文 · 原文
Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will be paying Elon $3.1 billion a month starting in December 2026.
来源：Andrew Curran · x.com