Anthropic reportedly supplied 34.5% of SpaceX’s quarterly revenue
SpaceX’s filing confirms that an unnamed AI-compute customer became its largest client; Bloomberg identifies that customer as Anthropic.
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Cloud AI
Microsoft says Azure grew 48% as cloud revenue hit $63.9B
The company reported $92.3 billion in quarterly revenue as demand for AI infrastructure kept its cloud business expanding quickly.
Microsoft puts $10B into Middle East AI infrastructure
The company says the spending will expand cloud and AI capacity in Kuwait, Qatar, Saudi Arabia and the UAE, alongside connectivity, security and skills programs.
