2026-10-29 (~4:20 PM ET, ShiftDelete citing Bloomberg — en.shiftdelete.net): the SpaceX 10-Q's mystery "Customer B" is Anthropic — behind 34.5% of Q3 2026 revenue, making the AI lab SpaceX's largest customer. Same-day financial read (Morningstar, morningstar.com.au/stocks): Q3 revenue of $14.6 billion, up 161% since 2025, Starlink revenue up 69.5%, and AI revenue quintupling sequentially on "neocloud rentals" of compute to AI labs — the driver Morningstar cites in raising its fair-value estimate. Watch: Customer B's spend into Q4, the neocloud-rental contracts' size, independent identification of the customer from the filing, and the AI/data-center revenue build beside the orbital-data-center and Terafab storylines.