SpaceX has inked a $6.3 billion compute deal with Reflection AI, granting access to Nvidia GB300 chips in its Colossus 2 Memphis data center and securing monthly payments of $150 million from July 1, 2026 through 2029 with a 90-day exit clause after three months. Reflection AI, backed by Nvidia and valued at $25 billion, joins existing clients such as Google and Anthropic and has connections to Department of Energy and Pentagon AI programs.
SpaceX will provide Reflection AI with Nvidia GB300 chips hosted in its Colossus 2 data center in Memphis, delivering access under a $6.3 billion contract that spans from July 1, 2026 through the end of 2029. Reflection AI will pay $150 million per month, and either party may terminate the agreement with 90 days’ notice after an initial three-month commitment.
Reflection AI, valued at $25 billion and backed by Nvidia, gains critical infrastructure to develop open-source AI models with connections to Department of Energy and Pentagon programs. The startup’s ability to secure large-scale compute reflects growing demand for non-proprietary AI systems amid concerns over closed-model dependencies.
This agreement follows previous compute commitments valued at roughly $30 billion with Google and $45 billion with Anthropic, with SpaceX also in the process of acquiring startup Cursor. The deal underscores SpaceX’s strategic shift beyond payload launches toward becoming a leading provider of AI computing services.
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