SpaceX (NASDAQ:SPCX) struck a $6.3 billion AI compute deal with Reflection AI, adding to SpaceX’s impressive customer list and giving Reflection long-term access to high-performance compute capacity as demand for AI training power surges.
SpaceX(NASDAQ:SPCX) has signed a $6.3 billion AI compute agreement with open‑source startup Reflection AI, extending Elon Musk’s Colossus infrastructure strategy and highlighting the rise of AI compute as a standalone business line.
The Reflection contract will run about $150 million per month starting July 1, 2026 and extend through the end of 2029, for a total near $6.3 billion if fully executed, according to CNBC.
Reflection will tap Nvidia-powered clusters in xAI data centers, making it the latest external tenant on Colossus after earlier capacity commitments to Anthropic and Alphabet Inc.
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