Congrats due to Baseten, who officially announced their leaked $13B Series F.Today had a smattering of midsize news across OpenAI Daybreak and Gemini Interactions and Sakana Fugu, but probably the trend to watch and hang your hat on is SpaceX’s THIRD GPU rental deal, this time with Reflection AI:Andrew Curran@AndrewCurran_SpaceX has signed a $6.3 billion dollar compute deal with Reflection. Reflection will gain immediate access to GB300s to train open source models, and will pay SpaceX $150 million per month beginning July 1, 2026, through 2029, according to materials viewed by CNBC. 3:22 PM · Jun 22, 2026 · 108K Views24 Replies · 32 Reposts · 635 LikesCombined with the well publicized Anthropic and Google deals (hmmm… who’s missing from this customer list? Why?), one might be wondering just how far SpaceX has to go. Jamin Ball from Clouded Judgement already tallied up like for like:Jamin Ball@jaminballSpaceX lands another computing deal, this time with Reflection, an open source model development company. $150m / month for GB300s. SpaceX the Neocloud!
Deal 1 with Anthropic
Colossus 1 and Colossus 2. Anthropic took all of Colossus 1
$1.25b / month
