SpaceX has entered into a significant computing power agreement with Reflection AI, an open-source artificial intelligence startup, in a deal valued at up to $6.3 billion if it runs through its full term. Under the terms, Reflection will pay SpaceX $150 million per month starting July 1, 2026, through 2029, with either company able to terminate the contract with 90 days' notice after the first three months. This agreement grants Reflection immediate access to Nvidia GB300s, which are top-tier AI chips used for training and running advanced models [1].
The deal highlights SpaceX's strategy to monetize its Colossus infrastructure, which was initially built to support Grok, Elon Musk's AI chatbot and competitor to ChatGPT. SpaceX has previously secured similar computing power deals with Anthropic, Google, and Cursor, and is in the process of acquiring Cursor. Reflection stands out as a customer focused on open-source AI models, a sector gaining traction as governments and enterprises reconsider their reliance on closed AI systems. This shift follows Anthropic's decision to cut off access to Fable and Mythos, prompting concerns about the risks of closed-model providers [1].
A Reflection spokesperson emphasized the growing importance of open-source AI, stating, "Recent events highlight how important open source is to the AI ecosystem, with more nations and enterprises recognizing the risks and costs associated with exclusively depending on closed models." The agreement is expected to provide Reflection with the computing capacity needed to accelerate its mission of "American open intelligence." While Reflection has not yet released a public frontier open-source model, it has been building relationships with government and national security clients, including work with the Department of Energy's Genesis Mission and broader Pentagon AI initiatives [1].
For SpaceX, this deal underscores the strategic value of computing power in the AI industry, particularly as access to advanced Nvidia chips remains a major bottleneck for companies developing frontier models. By opening Colossus to external customers, SpaceX is positioning itself as a key player among cloud providers and AI infrastructure companies competing to offer scarce GPU capacity. The agreement also supports SpaceX's narrative of expanding its AI infrastructure, a development closely watched by investors [1].
CONCLUSION
The $6.3 billion deal between SpaceX and Reflection AI marks a major step in the commercialization of SpaceX's AI infrastructure and highlights the growing demand for open-source AI solutions. The agreement positions both companies strategically in the evolving AI landscape, with significant implications for the broader market and ongoing investor interest in SpaceX's AI ambitions.