SpaceX signs $6.3 billion compute deal with Reflection AI

Colleen Cabili

Mon, June 22, 2026 astatine 11:00 AM CDT 2 min read

At $150 cardinal a period from July 1, 2026, done the extremity of 2029, a caller computing statement betwixt SpaceX and open-source AI startup Reflection AI would adhd up to astir $6.3 cardinal implicit its afloat life, according to CNBC.

Through the arrangement, Reflection gains contiguous usage of Nvidia GB300 chips and related hardware housed astatine SpaceX's Colossus 2 installation successful Memphis, Tennessee, according to Bloomberg. A 90-day exit clause, exercisable by either enactment erstwhile the archetypal three-month play has elapsed, is built into the contract.

Two erstwhile Google DeepMind researchers started Reflection, which has Nvidia among its backers and astir precocious carried a $25 cardinal valuation. No nationalist frontier open-source exemplary has emerged from Reflection yet, though the startup has cultivated ties with nationalist information and authorities clients — among them participants successful the Department of Energy's Genesis Mission and assorted Pentagon AI programs.

The statement is the latest successful a bid of compute deals SpaceX has struck arsenic it positions itself arsenic an AI infrastructure provider. Prior commitments from Alphabet's Google and Anthropic to rent SpaceX computing capableness were valued astatine astir $30 cardinal and $45 cardinal respectively, each moving done astir mid-2029. SpaceX has besides struck agreements with Cursor, which it is present acquiring.

Reflection's woody arrives amid increasing involvement successful open-source AI models. When the Trump medication threatened to chopped disconnected overseas nationals from Anthropic's services, the institution pulled entree to its astir almighty models — a determination that, according to Yahoo Finance, stoked wider statement astir the vulnerabilities inherent successful relying connected closed AI providers.

"Recent events item however important unfastened root is to the AI ecosystem, with much nations and enterprises recognizing the risks and costs associated with exclusively depending connected closed models," a Reflection spokesperson said successful a statement.

The statement creates an antithetic loop: Nvidia enactment $800 cardinal into Reflection, and Reflection volition present tally connected Nvidia hardware that SpaceX acquired — making the chipmaker simultaneously an capitalist successful and an indirect supplier to the aforesaid customer. "More compute means much runway to physique the world's champion unfastened models astatine scale," a Reflection spokesperson said successful a statement.