SpaceX Signs $6.3B Compute Deal With Reflection AI for Colossus Data Center

What happened

SpaceX signed a multi-year compute deal with open-source AI startup Reflection AI. Starting in July, Reflection will pay $150M per month for access to Nvidia GB300 chips at the Colossus 2 data center.

Context and impact

The deal confirms Musk's ambition to transform SpaceX from a space company into a major AI compute infrastructure provider. After recent deals with Anthropic, Google and Cursor, this is another major Colossus customer.

Details

• $150M per month from July 2026 through 2029
• Total value up to $6.3 billion
• Reflection AI was founded by two former Google DeepMind researchers
• Either side can terminate with 90 days' notice
• SPCX stock fell 10% on the news