SpaceX Signs $6.3 Billion AI Computing Deal With Reflection Through 2029
Updated
Updated · Bloomberg · Jun 22
SpaceX Signs $6.3 Billion AI Computing Deal With Reflection Through 2029
3 articles · Updated · Bloomberg · Jun 22
Summary
$150 million a month will flow to SpaceXAI from July as Reflection AI taps computing capacity at SpaceX’s Colossus 2 data center in Memphis, Tennessee.
The agreement runs through 2029, putting its value in the multibillion-dollar range, though both companies can exit with 90 days’ notice.
SpaceX framed the deal as part of a broader push to sell AI infrastructure beyond its own projects, turning its data-center buildout into an external revenue business.
With the global GPU supply locked down, is SpaceX becoming the new gatekeeper for cutting-edge AI?
As its AI unit loses billions, is SpaceX's $6.3B deal a brilliant monetization or a desperate gamble?
Can this deal help American open-source AI outpace both China and closed systems from Google and OpenAI?
SpaceX, Reflection AI, and Nvidia Forge Landmark Deal: GB300 Compute Powers Open-Source AI in Geopolitical Shift
Overview
On June 22, 2026, SpaceX and Reflection AI announced a major agreement that marks a new era in AI compute infrastructure. Through this partnership, Reflection AI gains access to Nvidia GB300s, advanced AI accelerators hosted in SpaceX’s Colossus 2 data center. This deal highlights a strategic shift toward more diversified and accessible AI compute, especially for open-source development. SpaceX’s growing presence in the AI sector is reinforced by its expanding customer base, including deals with Anthropic, Google, and Cursor. Reflection AI’s focus on open-source models makes its addition to SpaceX’s roster especially significant.