SpaceX tops Anthropic in annual recurring revenue: $120B vs $76B

Tickerplus data shows Anthropic's ARR has flatlined at roughly $76 billion since the token index peaked. SpaceX, which projected $100 billion in ARR for December 2026, could reach $120 billion thanks to several new leasing deals.

• Anthropic ARR sits at about $76 billion with growth stalled
• SpaceX projected $100 billion ARR for December 2026
• New leasing deals could lift SpaceX to $120 billion ARR