SpaceX signs $6.3 billion compute deal with Reflection AI through 2029
7 Sources
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SpaceX inks compute deal with Reflection AI, an open-source AI lab
First came Anthropic, then Google. Now, open-source AI startup Reflection is tapping SpaceX for its abundant source of AI chips. 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
[2]
AI startup Reflection signs computing power deal with SpaceX
June 22 (Reuters) - Reflection AI said on Monday it has signed a deal with SpaceX (SPCX.O), opens new tab that will grant the startup access to additional computing capacity at the Elon Musk-led company's Colossus 2 data center. Under the agreement, the open-source AI startup will get immediate
[3]
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
SpaceX has signed a major computing power agreement with Reflection AI, making the open-source artificial intelligence startup the latest outside company to tap Elon Musk's Colossus infrastructure. Under the agreement, Reflection will get immediate access to Nvidia GB300s, top-of-the-line AI chips
[4]
Forget Mars, SpaceX Is Becoming a Data Center Company
For all its talk of lunar colonies, missions to Mars, and data centers orbiting Earth, SpaceX's real focus has been much more grounded. Elon Musk's crown jewel has signed a new deal with Reflection, a company building open-source AI. It's the latest indication that SpaceX, best known for its
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Nvidia-backed Reflection lands SpaceX compute deal
Why it matters: If open-source AI companies are going to compete with the frontier AI labs, they needs compute. Reflection is now getting it from the same source its competitors are. Driving the news: After an initial ramp period, Reflection will pay SpaceXAI $150 million a month starting July 1,
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SpaceX Fuels AI Ambitions With $6.3 Billion Reflection Compute Deal - SpaceX (NASDAQ:SPCX)
The Reflection contract will run about $150 million per month starting July 1, 2026 and extend through the end of 2029, for a total near $6.3 billion if fully executed, according to CNBC. Reflection Joins Google, Anthropic Previous agreements from Google and Anthropic to use SpaceX's compute are
[7]
SpaceX Rented Out Colossus 1 Over Its 'Mish-Mash' Of GPUs, But Now It's Renting Out Colossus 2 Capacity As Well, Raising Doubts Over Grok AI's Future
In a dramatic development that bodes well for its coffers, but not so for the competitiveness of its Grok AI model, SpaceX has just inked a $6.3 billion compute deal to start renting out Colossus 2 GPUs, raising question marks over its strategy to compete with the likes of OpenAI and
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SpaceX has secured a major compute deal with open-source AI startup Reflection AI, worth up to $6.3 billion through 2029. The agreement grants Reflection access to Nvidia's latest GB300 AI chips at SpaceX's Colossus 2 data center in Memphis, Tennessee. This partnership highlights SpaceX's transformation into a data center powerhouse while reinforcing the growing momentum behind open-source AI models.
SpaceX Secures Major Compute Deal with Open-Source AI Startup
SpaceX has signed a substantial computing power agreement with Reflection AI, an open-source AI startup that will pay $150 million per month beginning July 1, 2026, through 2029 for access to the Colossus 2 data center near Memphis, Tennessee
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. The compute deal, valued at up to $6.3 billion if it runs through its full term, grants Reflection AI immediate access to Nvidia GB300 AI chips and supporting hardware3
. Either company can terminate the contract with 90 days' notice after the first three months, maintaining flexibility in this high-stakes partnership2
.
Source: Wccftech
SpaceX Computing Power Deal Signals Data Center Pivot
The agreement marks another milestone in SpaceX's transformation from a rocket company into a major player in the AI data center industry. The deal is smaller than SpaceX's agreements with Anthropic and Google, which cost those companies $1.25 billion per month and $920 million per month respectively
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. All contracts run through July 2029, though Elon Musk has emphasized they can be cancelled at any time. The Colossus data center was originally built by xAI, a company founded by Musk that is now part of SpaceX, for its own AI efforts including the Grok chatbot1
. As its internal pursuits have faltered, SpaceX leveraged its valuable AI chip holdings and began renting them out to some of the world's top AI labs1
.
Source: Benzinga
Open-Source AI Startup Gains High-Performance Computing Resources
Reflection AI, founded in 2024 by two former Google DeepMind researchers, is positioning itself as an open-source alternative to closed frontier labs like Anthropic and OpenAI
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. The startup said the compute deal represents one of the largest announced open AI infrastructure commitments to date. "Recent events highlight how important open source is to the AI ecosystem, with more nations and enterprises recognizing the risks and costs associated with exclusively depending on closed models," a Reflection spokesperson stated5
. Open-weight AI models, which publicly release their trained parameters, have received more attention following the U.S. government's ban of Anthropic's closed models, Fable and Mythos1
.Related Stories
Nvidia's Strategic Investment Creates Circular AI Economy
The deal underscores how AI companies are increasingly investors, suppliers, and customers to one another simultaneously. Nvidia invested $800 million in Reflection, which is now getting access to Nvidia GB300 AI chips purchased by SpaceX
5
. This circular dynamic means Nvidia is helping fund its next generation of customers, while some startups are dodging the multibillion-dollar cost of building their own data centers by leasing compute from others5
. The Colossus facility houses more than 220,000 Nvidia GPUs, establishing SpaceX as a critical link connecting AI developers with the infrastructure needed to build new AI models4
.
Source: Axios
Open-Weight AI Strategy Gains Momentum Amid Political Tensions
The timing of this partnership is significant as open-source AI has gained momentum after Anthropic cut off access to Fable and Mythos, raising questions about the risks of relying on closed-model providers for critical work
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. As the Trump administration continues to spar with Anthropic over alleged cybersecurity risks posed by the company's newest models, users could decide that the future belongs to open-source AI rather than proprietary models4
. Some investors have called Reflection the "DeepSeek of the West," and having more compute capacity while training its models could allow Reflection to compete more directly with frontier labs like OpenAI and Anthropic5
. The company is still training its models, and this access to high-performance computing resources at the Memphis, Tennessee facility could prove decisive in determining whether open-source approaches can match the capabilities of closed systems developed by established players.References
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