The agreement shows how SpaceX is trying to become a compute provider and underscores the importance of compute for model providers.
June 22, 2026
SpaceX agreed to a $6.3 billion computing deal with generative AI vendor Reflection, on Monday, as the Elon Musk-owned company transitions from its focus on space into a vendor that seeks to viably compete in the AI race and be a major AI infrastructure player.
The deal gives Reflection access to Nvidia GB300 chips inside SpaceX’s Colossus 2 data center. The open source vendor, which was founded by DeepMind researchers Misha Laskin and Ioannis Antonoglu, will pay SpaceX $150 million monthly starting on July 1 through the end of 2029.
The deal comes soon after SpaceX’s blockbuster IPO on June 12, in which prices were locked in at $135 per share, and the company raised a record-setting $75 billion, making Musk a trillionaire. While SpaceX is known for building and launching space rockets, its xAI division competes in the generative AI market -- though it lags behind Anthropic, Google, OpenAI and DeepSeek -- and infrastructure is an area where the vendor sees an opportunity.
