$1 in every $5 Anthropic earned in 2026 came from just 2 clients

Anthropic said around 20% (or $1 in every $5) of the $16.3 billion in revenue it earned in the first half of 2026 came from two customers. Although it didn't name them, several reports identified the customers as SpaceX and Microsoft. Anthropic expects a "significant portion" of its revenue to continue coming from a “limited number of customers”.