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SpaceX has signed a $6.3 billion compute agreement with Reflection AI, an open-source startup founded by former Google DeepMind researchers. Under the deal, Reflection will pay $150 million per month from July 2026 through 2029 for access to Nvidia GB300 chips at SpaceX's Colossus 2 data center in Memphis Source: thenextweb. Either party can cancel with 90 days' notice after the first three months Source: cna.
Reflection AI, backed by Nvidia, Sequoia, and Lightspeed, was valued at $25 billion in its latest funding round Source: infobae. The startup has not yet released a public model but emphasizes open weights as a counter to closed labs like OpenAI. "More compute gives us more room to push the frontier on open models," the company said Source: cna.
The Reflection deal is the third major compute contract for SpaceX in two months, following agreements with Anthropic ($1.25 billion/month) and Google ($920 million/month) Source: thenextweb. Together, these contracts give SpaceX over $80 billion in committed compute revenue through 2029. Despite the revenue stream, SpaceX shares fell 10.6% on the announcement Source: cna.
The circularity of Nvidia supplying chips and also being an investor in Reflection highlights a common pattern in the AI infrastructure buildout Source: thenextweb.
“Reflection will pay $150mn a month to rent Nvidia chips at Colossus 2, SpaceX’s data centre in Memphis. The payments run from 1 July 2026 through 2029, and add up to about $6.3bn.”
“Either company can end the contract with 90 days' notice after the first three months, according to the report.”
“Reflection AI es una 'startup' creada en 2024 por dos antiguos investigadores de IA de Google Deepmind que se centra en la tecnología de código abierto, aunque todavía no ha lanzado ningún modelo, y está valorada en 25.000 millones de dólares.”