SpaceX has struck a multi-year agreement to provide computing power to open-source AI startup Reflection, underscoring how Elon Musk’s company is parlaying its Colossus data-center buildout into a commercial platform. Reflection will gain access to Nvidia’s GB300 chips and pay $150 million a month starting July 1, 2026, for a total of about $6.3 billion if the deal runs through 2029; either side can exit with 90 days’ notice after the first three months. The arrangement adds to SpaceX’s recent compute deals with Anthropic, Google and Cursor, and follows the company’s record IPO as investors assess its ambitions beyond rockets and Starlink. For Reflection, last valued at $25 billion, the capacity aims to speed development of open-source models pitched as more transparent and customizable alternatives to closed systems amid heightened scrutiny of AI supply risk. The pact highlights the premium on scarce advanced Nvidia chips and cements compute as strategic currency in the AI race.
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