According to Elon Musk on X, SpaceX government contract revenue will fall below 10% this quarter, down from 16.6% in the prior quarter. The decline reflects the company's ongoing shift away from dependency on U.S. government contracts, which historically served as its primary revenue source.
Meanwhile, AI company Anthropic has emerged as SpaceX's largest single customer, now accounting for over one-third of total revenue, surpassing NASA and the Department of Defense. Musk previously estimated NASA's contribution to annual revenue would drop to just 5%.