SpaceX has signed a compute-supply deal worth up to $6.3 billion with Reflection AI, an open-source AI startup, giving it access to Nvidia GB300 chips at the Colossus 2 data center. CNBC reported the agreement on June 22, 2026.
June 22, 2026 · SpaceXAI × Reflection AI
SpaceX Signs Up to $6.3B Compute Deal With Reflection AI
Starting July 1, 2026, the open-source AI startup gains access to Nvidia GB300 chips inside SpaceX's "Colossus 2" data center in Memphis — paying $150 million every month.
$150M
Per month, from July 1, 2026
$6.3B
Total if payments run through 2029
90 days
Notice to terminate, after initial 3 months
Cost scaling toward the headline figure
Each block is one $150M monthly payment. Twelve months build a single year; stacked years reach the ~$6.3B total.
What's on the table
Hardware
Nvidia GB300 chips + related Colossus 2 hardware
Location
Colossus 2 — Memphis, Tennessee
Customer focus
Open-source models, "American open intelligence"
From rockets to AI infrastructure
Built originally for the Grok model, SpaceX's Colossus supercomputer is now selling commercial compute to outside AI firms — Reflection AI joins a growing roster.
Anthropic
Google
Cursor
+ Reflection AI
Strategic upside
Secures scarce Nvidia compute for an open-weight player tied to the Pentagon and the DOE's Genesis Mission — backing national-security demand and transparency-focused models.
Open questions
Reflection AI must balance heavy fundraising, frontier model work, and capital for practical tools like its "Asimov" coding agent — production results remain to be proven.
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