SpaceX inks compute deal with Reflection AI, an open source AI lab

What happened

SpaceX signed a multi-year compute deal with open-source AI lab Reflection. Reflection will pay SpaceX $150M/month from today through 2029.

Context and impact

The deal positions SpaceX as both a rocket maker and an AI compute provider — Colossus 2 near Memphis is part of the xAI/Musk ecosystem and now a long-term external customer is locked in. For Reflection (ex-DeepMind founders) it secures scarce GB300 capacity at a moment when chip supply is extremely tight.

Details

• Total value up to $6.3B through 2029
• Monthly cash flow $150M
• Hardware: Nvidia GB300 in Colossus 2
• Reflection is open-source oriented, boosting open-weight model momentum
• Part of SpaceX's broader $20B bond debut to fund AI ambitions