Reflection AI Secures $6.3B SpaceX Compute Deal Using Nvidia GB300 Chips

Reflection AI and SpaceX entered a computing agreement where Reflection will pay $150 million per month from July 1, 2026, through 2029 for access to Nvidia GB300 chips and related hardware housed in SpaceX’s Colossus 2 facility, totaling up to $6.3 billion in spend, with a 90-day exit clause after the initial three months.

Nvidia invested $800 million in Reflection AI’s most recent funding round and stands to supply the GB300 chips for the SpaceX deal. Separately, Nvidia joined Premji Invest and others in co-leading a $190 million extension for Upscale AI, boosting its valuation to $2 billion in a round that brings Upscale’s total funding to $500 million for its AI networking solutions.

In the clean energy sector, Nvidia is partnering with Pacific Northwest National Laboratory and Fervo Energy to develop a publicly accessible AI-driven digital twin for geothermal drilling, aiming to optimize well placement by eliminating subsurface uncertainty through advanced simulation and real-time data analysis powered by Nvidia GPUs.