SpaceX has signed a multi-billion-dollar computing agreement with Reflection AI, an open-source artificial intelligence lab. The deal grants the startup access to Nvidia's newest GB300 AI chips and related hardware housed at SpaceX's Colossus 2 data center near Memphis, Tennessee.
The agreement, valued at up to $6.3 billion, runs from July 1, 2026 through 2029. Reflection AI will pay $150 million per month starting July 1 for immediate use of the computing power. The arrangement underscores the intensifying race among AI firms to secure scarce Nvidia hardware.
SpaceX constructed Colossus 2 as a massive AI training facility, and this deal marks one of the largest single compute agreements involving the company. It provides a significant revenue stream for the aerospace firm while feeding Reflection AI's growing demand for high-performance chips.
For Reflection AI, the agreement ensures predictable access to cutting-edge processors at a time when demand for Nvidia's GB300s outstrips supply. The startup, which focuses on open-source AI models, gains a competitive edge in training large-scale systems without the capital expense of building its own data center.
Critics may question whether the fixed monthly fee locks Reflection AI into a costly commitment if demand for computing power shifts or if chip prices decline. Some analysts also note that SpaceX's growing role as a compute provider creates a potential conflict with its core spaceflight business.