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SpaceX signs AI computing deal with Reflection worth up to $6.3 billion

SpaceX signs AI computing deal with Reflection worth up to $6.3 billion

Reflection AI will pay $150 million a month from July 2026 for access to Nvidia GB300 chips at Colossus 2, in a contract that can run through 2029 with exit clauses after the first three months.

Fact Check
Multiple sources citing CNBC consistently report that SpaceX signed a compute agreement with US AI startup Reflection valued at up to $6.3 billion, including consistent details on $150M/month payments through 2029 and immediate GB300 access. All sourcing traces back to a single CNBC report, so primary independent confirmation is limited, but the claim is well-corroborated across the available secondary and social sources.
Summary

SpaceX has signed an AI infrastructure agreement with Reflection AI that gives the Nvidia-backed startup access to Nvidia GB300 chips at the Colossus 2 data center near Memphis, Tennessee, starting July 1, 2026. The contract is priced at $150 million per month and could total about $6.3 billion if it runs through 2029, according to CNBC and Reuters, with either side able to terminate on 90 days' notice after the first three months. Reflection described the arrangement as a way to gain more computing capacity for open models, making it one of the largest infrastructure commitments by an open weight AI lab to date. The deal also adds to SpaceX's growing roster of computing tenants, including Anthropic, Google and Cursor, as the company expands a business of renting out surplus AI hardware originally built to support Grok.

Terms & Concepts
  • open weight AI lab: An AI developer that makes a model’s learned parameters, or weights, available so others can inspect, adapt or run it independently
  • inference: The process of using a trained AI model to generate outputs or predictions from new inputs
  • GB300 chips: Nvidia AI processors designed for training and running advanced models that require large amounts of computing power