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SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion

SpaceX will provide Reflection AI with access to Nvidia GB300 chips at the Colossus 2 data center in Memphis, Tennessee. Reflection AI will pay $150 million per month starting July 1, 2026. The total value of the agreement is up to $6.3 billion.

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What changed

The location of the Colossus 2 data center and the total deal value were added.

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  1. SpaceX Signs Computing Power Deal With Reflection AI Worth Up to $6.3 Billion

    SpaceX will provide Reflection AI with access to Nvidia GB300 chips at the Colossus 2 data center in Memphis, Tennessee. Reflection AI will pay $150 million per month starting July 1, 2026. The total value of the agreement is up to $6.3 billion.

    What's confirmed:

    • SpaceX signed a computing power deal worth up to $6.3 billion with open-source AI startup Reflection.
    • Reflection AI will pay SpaceX $150 million per month starting July 1, 2026.
    • The agreement provides access to Nvidia GB300 chips at the Colossus 2 data center in Memphis, Tennessee.

    Still unconfirmed:

    • SpaceX has three AI customers paying $27.8 billion a year.
    • SpaceX stock declined 16 percent on June 22.
    confidence 90%

  2. SpaceX Signs Computing Power Deal With Reflection AI Worth Up to $6.3 Billion

    SpaceX has entered an agreement to provide computing power to the open-source AI startup Reflection. The deal involves access to Nvidia GB300 chips at the Colossus 2 data center. Payments are set at $150 million per month starting July 1, 2026.

    What's confirmed:

    • SpaceX signed a computing power deal with open-source AI startup Reflection worth up to $6.3 billion.
    • Reflection AI will pay $150 million per month starting July 1, 2026.
    • The agreement provides access to Nvidia GB300 AI chips at the Colossus 2 data center near Memphis, Tennessee.
    • The contract runs through 2029.
    • Reflection is backed by Nvidia.
    • SpaceX has also secured deals with Google, Anthropic, and Cursor for its Colossus data center.

    Still unconfirmed:

    • SpaceX stock fell 10.6% following the announcement.
    • The deal coincides with the first bond sale for SpaceX.
    • The agreement includes providing data-center space.
    confidence 95%