✅ Confirmed
Software
Update
SpaceX confirms third massive compute deal at Colossus data center
SpaceX has officially signed its third massive compute contract at its Colossus 2 data center in Southaven, Tennessee. Reflection AI will gain immediate access to NVIDIA GB300 chips and will pay $150 million monthly starting July 1, totaling approximately $6.3 billion through 2029. This deal adds to prior contracts with Anthropic and Google, positioning SpaceX as a key AI infrastructure provider with capacity exceeding 220,000 NVIDIA GPUs and multi-billion dollar monthly payments.
- Reflection AI will pay $150M monthly for NVIDIA GB300 access at Colossus 2
- Reflection contract may generate $6.3 billion through 2029
🔎 Why it matters: The Reflection AI contract at the Colossus 2 center expands SpaceX's strategy to monetize its supercomputing infrastructure built for Grok AI models.
📈 Upside: SpaceX diversifies revenue with large-scale compute contracts and recurring multi-million dollar payments.
📉 Risk: The agreement allows termination with 90 days' notice after three months, posing early cancellation risk.
🤖 Automated analysis and summary. Every story links its original source for verification.