SpaceX lands $6.3B compute deal with open-source AI startup Reflection and Nvidia is on both sides of the trade — TFN

Reflection AI will pay SpaceX $150M a month from July 1, 2026 through 2029 — roughly $6.3B if the contract runs its full term

The deal gives Reflection immediate access to Nvidia GB300 chips at SpaceX’s Colossus 2 data centre in Memphis, Tennessee

SpaceX has now secured more than $80B in committed compute revenue from outside clients, transforming Colossus into one of the most commercially significant AI infrastructure assets in the world

SpaceX has signed a computing deal worth up to $6.3 billion with Reflection AI, the open-source artificial intelligence startup founded by two veterans of Google’s DeepMind lab, according to CNBC, which cited materials viewed by the publication.

Under the agreement, Reflection will pay $150 million a month from July 1, 2026, for access to Nvidia GB300 chips at SpaceX’s Colossus 2 data centre near Memphis, Tennessee. If the contract runs through its full term ending in 2029, payments total approximately $6.3 billion. Either party can walk away with 90 days’ notice after the initial three months.