SpaceX's AI team says it made a profit for the first time this quarter.

SPCX · SpaceX

The AI's read

That gives SpaceX's AI business a new source of profit and shows a major customer is willing to reserve computing capacity. One buyer supplied 34.5% of quarterly sales, so the division depends heavily on a single customer. Still, its first profit and Anthropic's spending commitment make the news favorable overall. The full spending amount is not guaranteed.