SpaceX signs $6.3 billion compute deal with Reflection AI

SpaceX has signed a major computing infrastructure agreement with open-source artificial intelligence startup Reflection AI, a deal valued at up to $6.3 billion. The contract, which begins on July 1, 2026, and runs through 2029, grants Reflection AI immediate access to advanced Nvidia GB300 processors through SpaceX's Colossus computing platform in exchange for monthly payments of $150 million.

The agreement includes a termination clause allowing either party to exit with 90 days' notice after the first three months. If the contract runs its full term, the total value would reach approximately $6.3 billion, positioning it as one of the largest compute deals ever signed by an open-source AI company.

For Reflection AI, the deal secures a guaranteed supply of high-demand computing resources. The startup, founded in 2024 by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou, is valued at around $25 billion and is backed by Nvidia. It focuses on developing powerful open-weight AI models intended to compete with systems from larger, proprietary companies like OpenAI, Anthropic, and Google. A company spokesperson stated that recent industry events highlight the...