SpaceX has signed a computing power agreement with Reflection AI, granting the open-source artificial intelligence startup access to Nvidia GB300s, advanced AI chips starting July 1, 2026. Reflection AI will pay SpaceX $150 million per month through 2029, potentially totaling approximately $6.3 billion if the agreement remains in effect until its conclusion. Either party may terminate the contract with 90 days’ notice after a three-month initial period.
The deal highlights SpaceX’s utilization of its Colossus data center, developed partly to support Grok, Elon Musk’s AI chatbot, which competes with ChatGPT. SpaceX is also using the Colossus infrastructure to sell computing power to external AI entities, having previously secured partnerships with Anthropic, Google, and Cursor, with plans to acquire Cursor.
Reflection AI adds a strategic customer focused on open-source models at a time when there is a growing reassessment of reliance on closed AI systems by governments and enterprises. The momentum for open-source AI has surged, attributed to Anthropic’s restriction of access to its models, raising concerns over dependence on closed providers.
Reflection AI, valued at $25 billion, aims to build competitive American open-source AI models while offering more flexibility compared to closed systems. A spokesperson for Reflection stated, “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.”
This agreement enhances Reflection’s computing capacity, branded as “American open intelligence,” and facilitates its ongoing collaborations with U.S. government entities, including the Department of Energy and the Pentagon on AI initiatives.
For SpaceX, this contract indicates the growing strategic importance of computing capacity in the AI sector. Access to advanced Nvidia chips is crucial for companies developing high-performance AI models, and SpaceX’s Colossus positions it as a competitor in the AI infrastructure market. The deal underlines SpaceX’s ambitions to expand its operations beyond traditional space and internet services.
