SpaceX’s AI division turns profitable, with Anthropic holding the keys

Compute rentals to Anthropic pushed SpaceX's Super Intelligence unit into the black, but the contract lets its biggest customer walk on 90 days' notice SpaceX’s AI division has posted its first operating profit. The company that built its name on rockets and satellite internet is now making serious money renting out computing power. One customer did most of the lifting: Anthropic. The deal that put the unit in the black also carries exit clauses that let Anthropic leave with 90 days’ notice once certain dates in early 2027 pass. That is a lot of profit resting on a relatively short leash. The numbers behind the turnaround The AI unit, recently rebranded as Super Intelligence, reached operating profitability in the third quarter of 2026. Its engine is a compute rental agreement with Anthropic. Under the deal, Anthropic gets access to Nvidia GPU capacity at SpaceX’s Colossus I and II data centers in Memphis, Tennessee. SpaceX reported total Q3 revenue of $14.58 billion. Anthropic accounted for approximately 34.5% of that, or around $5 billion. That figure makes Anthropic SpaceX’s largest customer, ahead of the US government. The AI unit itself brought in $7.56 billion in revenue duri...