Reflection AI signs $6.3 billion compute deal with SpaceX for access to Nvidia GB300 chips

Open source AI startup Reflection AI will pay SpaceX $150 million per month for computing capacity at the Colossus 2 data center, gaining immediate access to Nvidia’s latest AI hardware in a deal that could run through 2029.

The agreement represents one of the largest infrastructure commitments by an open weight AI lab to date. Payments begin July 1, 2026, and either party can walk away with 90 days’ notice after the first three months.

Reflection AI locks in Colossus 2 access

Reflection will get access to Nvidia (NVDA) GB300 chips, the hardware used to train and run frontier AI models, housed at SpaceX’s Colossus 2 facility near Memphis, Tennessee.

If the contract runs its full term through 2029, total payments would reach ~$6.3 billion, according to reports from CNBC and Reuters.

The price tag is smaller than what SpaceX’s other computing tenants are paying. Anthropic’s arrangement costs $1.25 billion per month, while Google agreed earlier this month to pay $920 million monthly from October through June 2029, with reduced fees during a ramp up period.

All three contracts have the same end date and cancellation terms, though Elon Musk, CEO of SpaceX, has played down the three year terms by focusing on the exit clauses.

Two former Google DeepMind researchers started Reflection AI in 2024. The company offers a different option compared to closed labs like Anthropic and OpenAI, which are on the cutting edge of AI technology. Open weight models make their learned parameters available so developers and governments can inspect and change them, and use them independently.

The U.S. government recently banned Anthropic’s closed models Fable and Mythos, pushing more organizations to reconsider their reliance on proprietary AI systems.

SpaceX’s data center pivot

Colossus was built by Musk’s AI company xAI, which is now part of SpaceX, to power its own Grok chatbot. The company decided to turn extra hardware into a steady source of income and started renting its chips to outside labs.

The Reflection contract adds to a growing roster of tenants. Beyond Anthropic and Google, SpaceX has also struck a deal with Cursor, the AI coding tool it is currently in the process of acquiring.

SpaceX shares (SPCX) fell about 16.43% yesterday and closed trading at $154.60 acoording to Google Finance data.

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