Open-Source AI Startup Reflection Signs $6.3B Compute Deal With SpaceX
Summary: Open-source AI startup Reflection AI has locked in $150M/month of Nvidia GB300 compute at SpaceX's Colossus 2 facility through 2029 — a deal worth up to $6.3 billion.
Key Facts
- $150M/month starting July 1, 2026; total contract value up to $6.3 billion through 2029
- Access to Nvidia's top-tier GB300 chips at SpaceX's Colossus 2 data center in Memphis, Tennessee
- Contract includes a 90-day termination clause after an initial three-month commitment
- Reflection is valued at $25 billion and was co-founded in 2024 by Google DeepMind alumni Misha Laskin and Ioannis Antonoglou
Why It Matters
SpaceX has now accumulated over $80 billion in committed compute revenue in roughly two months, positioning itself alongside AWS, Azure, and Google Cloud as a major AI infrastructure provider — with no prior cloud business. The Reflection deal signals that even open-source frontier labs can now secure hyperscale compute, shifting the competitive dynamic beyond closed-model incumbents.