Reflection AI Secures $6.3 Billion Compute Contract with SpaceX

Starting July 1, 2026, Reflection AI will pay $150 million per month until 2029 to access Nvidia’s latest GB300 AI chips and related hardware at SpaceX’s Colossus 2 data center near Memphis, Tennessee. This agreement, valued at up to $6.3 billion, grants either party the option to terminate the contract with 90 days’ notice after the initial three months.

This contract is smaller than SpaceX’s existing agreements with Anthropic and Google, which are valued at $1.25 billion and $920 million per month respectively, both extending through July 2029. Elon Musk has publicly noted that these three-year contracts can be cancelled at any time despite their duration.

Reflection AI, an open-source artificial intelligence startup founded in 2024 by two former Google DeepMind researchers, described the compute deal as its first and among the largest open AI infrastructure commitments announced to date. The company emphasizes its open-weight AI approach, which releases trained model parameters publicly, as an alternative to closed frontier labs such as Anthropic and OpenAI.

The startup highlighted the growing significance of open-source AI models, especially following the U.S. government’s ban on Anthropic’s closed models, Fable and Mythos. A spokesperson stated in an email, “Recent events highlight how important open source is to the AI ecosystem, with more nations and enterprises recognizing the risks and costs associated with exclusively depending on closed models.”

They added, “Our deal with SpaceXAI signals Reflection’s strategic importance within the frontier AI ecosystem, and more compute means more runway to build the world’s best open models at scale.”

SpaceX’s Colossus data center was initially constructed by xAI, a company founded by Elon Musk and now integrated into SpaceX, for internal AI projects. After these efforts slowed, SpaceX began leasing its AI chip resources to leading AI laboratories worldwide.