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SpaceX signs $6.3 billion AI compute deal with Reflection
SpaceX has signed a deal worth up to $6.3 billion with Reflection AI for access to its Colossus 2 supercomputer in Tennessee through 2029. Reflection AI will use the latest Nvidia GB300 chips at SpaceX’s data center, paying $150 million monthly starting July 1, with a cancellation option after three months. This deal adds to major contracts with Anthropic and Google, establishing SpaceX’s AI infrastructure as a significant source of recurring monthly revenue.
- Deal with Reflection AI up to $6.3 billion through 2029
- Reflection to pay $150 million monthly starting July 2026
- Colossus 2 uses Nvidia GB300 chips in Tennessee data center
🔎 Why it matters: The deal with Reflection AI expands the customer base for the Colossus 2 supercomputer and confirms the significance of SpaceX’s AI infrastructure.
📈 Upside: Increases recurring monthly revenue and diversifies AI compute customers.
📉 Risk: Possible cancellation after three months with 90 days’ notice could impact revenue.
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