SpaceX has signed a multibillion-dollar deal to provide computing power to AI startup Reflection AI, the latest in a series of moves as Elon Musk's company pushes deeper into AI infrastructure.
SpaceX as Compute Landlord
SpaceX signs a multibillion-dollar lease to rent AI computing power to Reflection AI
Starting July 1, 2026, Reflection AI will pay $150M a month for immediate access to Nvidia GB300 chips at SpaceX's Colossus data centers in Memphis — reaching roughly $6.3B if the deal runs through 2029.
$150M
per month, from July 2026
~$6.3B
total if run through 2029
90 days
exit notice after 3 months
The scale of SpaceX's compute leases
Monthly payment, drawn to scale (Anthropic's terms undisclosed)
Google's monthly bill is over 6× Reflection's — totaling about $30B over 32 months. Anthropic leased all of Colossus 1: 300MW+ and over 220,000 Nvidia GPUs.
Who is Reflection AI
Founded in 2024 by former Google DeepMind researchers, Nvidia-backed and eyeing a $25B valuation — positioning itself as "Western open-source AI" to counter China's DeepSeek.
No public frontier model yet — performance still to be proven
In DOE Genesis Mission & Pentagon AI efforts; cleared to Impact Level 6/7
The opportunity
Immediate GB300 access could accelerate open-source development and offer a real alternative to dependence on closed models — a major new revenue stream for SpaceX.
The caution
With no released model, there is little to assess on real-world performance and usability — judgment rests entirely on Reflection's future public models.
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