SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Reflection AI gets immediate access to Nvidia GB300 chips as SpaceX turns Colossus into a revenue source and the contract could reach $6.3 billion.
- On Monday, SpaceX signed a computing agreement with Reflection AI, granting the startup immediate access to Nvidia GB300s for $150 million monthly payments starting July 1, 2026, totaling about $6.3 billion through 2029.
- Elon Musk's Project Colossus supercomputer, established August 22, 2024, in Memphis, Tennessee, serves as the backbone for SpaceX's strategy to sell graphics processing unit capacity, which Musk termed a "gigafactory of compute."
- Last valued at $25 billion, Reflection aims to build American open-source models competing with OpenAI, Anthropic, and Google, while working with the Department of Energy and Pentagon on national security efforts.
- Either party can terminate the agreement with 90 days' notice after three months, providing flexibility amid scarcity of advanced Nvidia chips that constrains companies training frontier models.
- This deal expands SpaceX's data-center revenue following its IPO, adding to existing computing partnerships with Anthropic, Google, and Cursor as the company positions itself as a critical AI infrastructure provider.
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SpaceX inks compute deal with Reflection AI, an open-source AI lab
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware across SpaceX's Colossus 2 data center near Memphis, Tennessee.
"DeepSeek Of The West" Reflection Inks Major Compute Deal With SpaceXAI
"DeepSeek Of The West" Reflection Inks Major Compute Deal With SpaceXAI SpaceX shares tumbled for a third straight session, down around 9% late in the U.S. cash morning, after the Elon Musk-led company said it would sell investment-grade bonds for the first time. However, a new headline crossed around 11:05 a.m. ET via Axios, reporting that Reflection, the Nvidia-backed open-source AI startup, had signed a major compute deal with SpaceXAI. Under…
SpaceX Inks Multibillion-Dollar Computing Deal With Reflection AI
SpaceX has inked a multibillion-dollar agreement to provide computing resources to artificial intelligence startup Reflection AI, the latest in a string deals from Elon Musk’s firm as it vies to become an AI infrastructure provider.
SpaceX Inks Multibillion-Dollar Computing Deal With Reflection
SpaceX has inked a multibillion-dollar agreement to provide computing resources to artificial intelligence startup Reflection AI, the latest in a string deals from Elon Musk’s firm as it vies to become an AI infrastructure provider.
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