SpaceX signs $150M/month compute deal with Reflection AI for Nvidia GB300 chips
Tags Infrastructure · AI · Enterprise
SpaceX signed a multi-year compute deal with open-source AI lab Reflection AI, which will pay $150 million per month from July 2026 through 2029 for access to Nvidia GB300 AI chips at SpaceX's Colossus 2 data center near Memphis, Tennessee. The total contract value is up to $6.3 billion. Reflection AI, founded by two former DeepMind researchers, previously raised $2 billion to build an open-source frontier AI lab. Either party can terminate with 90 days' notice after the first three months. This is SpaceX's third major compute deal, following Anthropic ($1.25B/month) and Google ($920M/month).
Technical significance
SpaceX's Colossus data center, originally built by xAI for internal use, is now a revenue-generating AI compute provider hosting three major tenants. The deal validates the vertical integration model where AI labs bypass traditional cloud providers, and signals that open-weight AI infrastructure is attracting capital at closed-source valuations.