SpaceX has finalized a major agreement with open-source AI startup Reflection,...

SpaceX has finalized a major agreement with open-source AI startup Reflection, granting the company access to Nvidia GB300 GPUs through a compute lease valued at $150 million per month, beginning in July 2026. Total payments could reach approximately $6.3 billion if the contract is maintained until 2029. Either SpaceX or Reflection can terminate the deal with 90 days’ notice after the initial three months. This marks a shift for SpaceX, which is now positioning itself as a GPU cloud provider, leveraging its Colossus infrastructure for external clients. Reflection’s business model centers on building and customizing frontier open-weight AI models for government and enterprise use, requiring substantial compute capacity to train these foundational models. Recent changes by other AI providers have increased demand for open-access model solutions, supporting Reflection’s approach. 📰 @aipost