SpaceX Agrees to $6.3 Billion AI Compute Deal with Reflection AI SpaceX’s latest mega-deal deepens the scramble for scarce AI computing power, tying rocket launches, chip supply, and open‑source research into a single $6.3 billion agreement that could reshape competition with the biggest AI labs.

Early moves: SpaceX becomes a compute landlord

SpaceX originally built its Colossus data center near Memphis to power xAI’s models, then began turning excess capacity into a rental business for outside labs. Over time, major AI players like Anthropic and Google signed multi‑billion‑dollar agreements to lease compute from Colossus 2, positioning SpaceX as a new kind of infrastructure landlord for the AI boom.

June 22–23, 2026: Reflection AI deal emerges

On June 22, Axios reported that Nvidia‑backed open‑source startup Reflection had “land[ed] SpaceX compute,” securing immediate access to chips and hardware at Colossus 2. TechCrunch the same day detailed that Reflection will pay $150 million per month beginning July 1, 2026, through 2029, for access to Nvidia’s latest GB300 AI chips and supporting hardware across the Memphis campus.

By June 23, The Next Web framed the agreement as a $6.3 billion package running through 2029 and noted that it “puts Nvidia on both sides of the trade,” as the chipmaker both supplies the hardware and has invested roughly $800 million in Reflection. The Verge summarized the arrangement as SpaceX “leasing AI compute to Reflection, too,” on terms similar to Anthropic and Google, at $150 million per month “up to $6.3 billion.”

Competing visions of the AI future

For SpaceX, the deal reinforces its strategy of monetizing Colossus as a shared facility for AI labs, not just for its in‑house xAI project. For Reflection, the contract is a bid to give “open-source AI” enough compute to rival “frontier AI labs” like OpenAI and Anthropic by training large open‑weights models at scale.

Nvidia, meanwhile, stands at the center: “helping fund its next generation of customers” while selling them GB300 systems through intermediaries like SpaceX. Analysts say this circular flow of “money and silicon between a small group of firms” is becoming a defining feature of the AI build‑out.

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