SpaceX has signed a computing deal with Reflection AI worth up to $6.3 billion. The open-source AI startup will pay $150 million per month starting July 1, 2026, for access to Nvidia GB300 chips at SpaceX's Colossus 2 data center near Memphis, Tennessee.
We're tracking this as the third major compute agreement SpaceX has landed in 2026 — and the clearest sign yet that Colossus is now a commercial platform, not just an internal tool.
What SpaceX and Reflection AI Agreed To
Reflection AI gets immediate access to Nvidia GB300 chips. These are top-of-the-line chips used to train and run advanced AI models. Payments begin July 1, 2026 and run through 2029. If the full term is completed, total payments reach about $6.3 billion, as CNBC reported.
Either company can end the contract with 90 days' notice. That option opens after the first three months.
How This Deal Compares to SpaceX's Other Agreements
Reflection's deal is smaller than SpaceX's two prior agreements. Here's how all three compare:
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| Customer | Monthly Payment | Contract Start | Full-Term Value |
|---|---|---|---|
| Anthropic | $1.25 billion | May 2026 | ~$45 billion |
| $920 million | October 2026 | ~$30 billion | |
| Reflection AI | $150 million | July 1, 2026 | ~$6.3 billion |
Google's deal covers roughly 110,000 GPUs, CPUs, memory, and related hardware, according to Data Center Dynamics. Google said the capacity is meant to meet demand for its Gemini Enterprise agent platform. That contract runs from October 2026 to June 2029. Capacity ramps up through September at a reduced fee.
The demand for Nvidia GPU access has pushed major AI labs to lock in compute well in advance. SpaceX's Colossus is one of the few places they can get it at scale.
Who Is Reflection AI?
Reflection AI is an open-source AI startup. It was founded in 2024 by two former Google DeepMind researchers. The company builds open-weight AI models. These models publicly release their trained parameters. Reflection has pitched itself as an alternative to closed labs like Anthropic and OpenAI.
The startup raised $2 billion in October 2025 to pursue this approach, according to TechCrunch.
Reflection called this deal one of the largest open AI infrastructure commitments announced to date. The company also pointed to the U.S. government's ban of Anthropic's closed models — Fable and Mythos — as evidence of growing demand for open alternatives.
In a statement, Reflection said: "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."
What Is Colossus 2?
Colossus 2 is SpaceX's second major AI data center. It sits near Memphis, Tennessee, and came online in January 2026. The original Colossus was built by xAI — Elon Musk's AI company, now part of SpaceX — for internal work, including training the Grok language model.
As SpaceX's internal AI work shifted, the company began renting chip capacity to outside labs. After the Anthropic deal, Musk said publicly that SpaceX was seeking more compute customers. The Reflection deal is the third major agreement to follow.
The broader AI compute infrastructure race has made facilities like Colossus 2 highly sought after. Labs that can't build their own data centers fast enough are turning to SpaceX instead.
Why Reflection Called This Deal Strategic
Reflection used the announcement to argue for open-weight AI. The company said the deal "signals Reflection's strategic importance within the frontier AI ecosystem." It added that more compute gives it "more runway to build the world's best open models at scale."
This is Reflection's first compute deal of this size. The third-party chip access model SpaceX is running at Colossus is now attracting labs at every tier — from hyperscalers like Google to newer entrants like Reflection.
Key Deal Terms
- Monthly payment: $150 million
- Start date: July 1, 2026
- End date: Through 2029
- Total value: Up to $6.3 billion
- Chips: Nvidia GB300s
- Location: Colossus 2, near Memphis, Tennessee
- Exit clause: 90 days' notice after first three months

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