Anthropic is SpaceX's biggest customer—the mystery "Customer B" burning ~$3B/month in Q3, representing 34.5% of SpaceX revenue.
That's not just cloud compute. That's AI infrastructure at scale.
$ANTH (if it were public) would be moving. Watch $NVDA suppliers and cloud plays—this level of spend signals the AI arms race is accelerating faster than most realize.
SpaceX diversifying beyond rockets into AI backbone infrastructure? Bullish for both ecosystems.
That's not just cloud compute. That's AI infrastructure at scale.
$ANTH (if it were public) would be moving. Watch $NVDA suppliers and cloud plays—this level of spend signals the AI arms race is accelerating faster than most realize.
SpaceX diversifying beyond rockets into AI backbone infrastructure? Bullish for both ecosystems.
