SpaceX government contracts to be under 10% of revenue, Musk says

Elon Musk announced that government contracts will account for less than 10% of SpaceX revenue this quarter, representing a decrease from 16.6%. The company now generates the majority of its income from renting AI computing services. Anthropic is currently the largest customer for these services, although the agreement allows Anthropic to exit starting in early 2027. This shift indicates a strategic move toward commercial AI computing over government-funded projects for SpaceX revenue streams.