AI developer Anthropic provided more than a third of SpaceX's revenue in the third quarter of 2026, becoming the company's largest customer. AI developer payments surpassed receipts from the U.S. government, which was previously ranked among the top clients. The cooperation is related to the use of computing power from SpaceX's data centers in Memphis. The volume of services provided by the agreements could reach $120.5 billion by 2029. This amount represents the scope of the agreements over several years, not the revenue already received in a single quarter. The shift among the largest customers shows how quickly the demand for AI capability is changing the revenue structure of the technology company. Replacing the previous leadership of government contracts, the main source of quarterly revenue became private AI businesses. For SpaceX, this is both a large sales market and a prominent dependence on the orders of a single customer. KONOMICON