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SpaceX Signs Computing Deal with Reflection AI for Colossus Infrastructure

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A $6.3 Billion AI Compute Deal: SpaceX Taps Colossus Supercomputer for Open-Source Startup

Key Details

  • SpaceX has entered into an agreement with Reflection AI, an open-source artificial intelligence startup, to provide access to computing power from Elon Musk's Colossus supercomputer.
  • Under the agreement, Reflection will receive immediate access to Nvidia GB300 chips, which are used for training and running advanced AI models.
  • Reflection has agreed to pay SpaceX $150 million per month from July 1, 2026, through 2029.
  • Total payments over the contract term would be approximately $6.3 billion.
  • Either party may terminate the contract with 90 days' notice after the first three months.

Background

  • Colossus, described as a "gigafactory of compute," was built in Memphis, Tennessee, and is used to power Grok, Musk's AI chatbot.
  • SpaceX has previously entered into computing power agreements with Anthropic, Google, and Cursor, and is in the process of acquiring Cursor.
  • Reflection AI focuses on open-source models, a contrast to some other customers.

"Total payments over the contract term would be approximately $6.3 billion."

Context

The deal occurs at a time when open-source AI is gaining momentum, partly due to concerns about reliance on closed AI systems following Anthropic's decision to restrict access to some models.