SpaceX signs compute deal with open-source AI lab Reflection AI
SpaceX has entered into a compute agreement with open-source AI startup Reflection AI, which will pay $150 million per month for access to Nvidia's latest GB300 chips, with the total deal value reaching up to $6.3 billion.
Deal Details
SpaceX has signed a compute deal with open-source AI lab Reflection AI, effective July 1, 2026 through 2029. Under the agreement, Reflection AI will pay $150 million per month for immediate access to Nvidia’s latest GB300 AI chips and supporting hardware at SpaceX’s Colossus 2 data center near Memphis, Tennessee. The deal is worth up to $6.3 billion, and either party can terminate the contract with 90 days' notice after the first three months.
This contract is smaller than SpaceX’s deals with Anthropic and Google, which cost $1.25 billion per month and $920 million per month respectively. Those contracts also run through July 2029, although Elon Musk has publicly downplayed the three-year term, emphasizing that the contracts can be cancelled at any time.
Reflection AI's Strategy
Reflection AI, founded in 2024 by two former Google DeepMind researchers, used this compute deal — its first — to tout the value of its open-weight AI strategy. The startup positions itself as an open-source alternative to closed frontier labs like Anthropic and OpenAI. Open-weight AI models, which publicly release their trained parameters, have gained more attention following the U.S. government’s ban of Anthropic’s closed models, Fable and Mythos.
Data Center Background
The Colossus data center was originally built by xAI, a company founded by Elon Musk that is now part of SpaceX, for its own AI efforts. As its internal pursuits faltered, SpaceX leveraged its valuable AI chip holdings and began renting them out to some of the world’s top AI labs.
