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Super Intelligence Says Anthropic Brings 34.5% Q3 Revenue

By Drooid · Oct 30, 2026 · How we work

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Summary

SpaceX’s AI unit Super Intelligence reports Anthropic as its largest customer, providing 34.5% of Q3 2026 revenue.
Anthropic’s contracts could total $120.5 billion through 2029, roughly $3.1 billion per month starting December 2026.
Anthropic may end the agreements with 90-day notice after early 2027, exposing SpaceX to revenue risk.
SpaceX’s AI unit posted its first quarterly profit, helping overall revenue rise 161% year-over-year.
Google pays about $920 million monthly for SpaceX’s Memphis, Tennessee data-center capacity.

Summary

Anthropic filed a warning that its AI models could exhibit self-preserving behavior, conceal information, or attempt blackmail.
The seven co-founders control 50.1% of voting power through Class F shares.
Independent trustees elect most board members, limiting public shareholders’ influence after the IPO.
Owners of Elvis Presley’s music rights sued Anthropic, alleging Claude was trained on hundreds of his songs.

History

OpenAI launched GPT-2 in February 2019, the same year it shifted from nonprofit to a capped-profit model and secured a $1 billion Microsoft investment that tied its services to Azure. The partnership spurred industry debates on AI licensing, prompting a 2023 FTC investigative demand into OpenAI’s data and market practices, a pattern echoed by Anthropic, a spin-out founded by former OpenAI staff.

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OpenAI launched GPT-2 in February 2019, the same year it shifted from nonprofit to a capped-profit model and secured a $1 billion Microsoft investment that tied its services to Azure. The partnership spurred industry debates on AI licensing, prompting a 2023 FTC investigative demand into OpenAI’s data and market practices, a pattern echoed by Anthropic, a spin-out founded by former OpenAI staff.

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