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SpaceX Inks Multibillion-Dollar Computing Deal With Reflection AI

SpaceX will provide Nvidia GB300 chips to the open-source lab Reflection AI via the Colossus 2 data center. The agreement involves monthly payments of $150 million. The partnership runs through 2029.

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What changed

The total value of the deal is now identified as $6.3 billion with a monthly cost of $150 million.

Live updates

  1. SpaceX Signs $6.3 Billion Compute Deal With Reflection AI

    SpaceX will provide Nvidia GB300 chips to the open-source lab Reflection AI via the Colossus 2 data center. The agreement involves monthly payments of $150 million. The partnership runs through 2029.

    What's confirmed:

    • SpaceX signed a computing power deal worth up to $6.3 billion with Reflection AI.
    • Reflection AI will pay SpaceX $150 million per month.
    • The deal provides access to Nvidia GB300 chips at the Colossus 2 data center.
    • The agreement extends through 2029.
    • Reflection AI is an open-source AI lab.

    Still unconfirmed:

    • SpaceX compute-rental deals with Anthropic, Google, and Reflection total over $76 billion through 2029.
    • Anthropic pays $1.25 billion a month on Colossus 1.
    • Reflection AI has never shipped a public model.
    confidence 90%
  2. SpaceX Signs $6.3 Billion Computing Deal With Reflection AI

    SpaceX has entered a multibillion-dollar agreement to provide computing power to the open-source AI startup Reflection. The deal grants the Nvidia-backed firm access to GB300 chips at the Colossus 2 data center. This move is part of SpaceX's effort to establish itself as an AI infrastructure provider.

    What's confirmed:

    • SpaceX signed a computing power deal with Reflection AI worth up to $6.3 billion.
    • Reflection AI is an open-source AI startup.
    • The agreement provides Reflection AI access to Nvidia GB300 chips at the Colossus 2 data center.
    • Reflection AI is backed by Nvidia.

    Still unconfirmed:

    • SpaceX has over $27 billion in annualized AI compute revenue.
    confidence 90%