SpaceX Secures Multi-Billion-Dollar AI Compute Agreement With Reflection AI

After securing major AI infrastructure agreements with Anthropic and Google, SpaceX has now added open-source AI startup Reflection AI to its growing list of customers seeking large-scale computing resources.

Reflection AI announced that it will pay $150 million per month from July 1, 2026, through 2029 for immediate access to Nvidia’s latest GB300 AI chips and related hardware hosted at SpaceX’s Colossus 2 data centre near Memphis, Tennessee. The agreement is valued at up to $6.3 billion, although either company can terminate the contract with 90 days’ notice after the initial three-month period.

The deal is smaller than SpaceX’s existing AI infrastructure agreements with Anthropic and Google, which reportedly pay $1.25 billion and $920 million per month, respectively. Those contracts also extend through July 2029, though Elon Musk has previously emphasised that the agreements are cancellable despite their stated duration.

Reflection AI used the announcement of its first major compute agreement to reinforce its commitment to open-weight AI models, positioning itself as an open-source alternative to closed-model developers such as Anthropic and OpenAI. Interest in open-weight models, which publicly release their trained model parameters, has grown following the U.S. government’s recent ban on Anthropic’s closed AI models, Fable and Mythos.

Founded in 2024 by two former Google DeepMind researchers, Reflection AI said the SpaceX agreement represents one of the largest publicly announced infrastructure commitments made to an OpenAI company.

In a statement, a company spokesperson said recent developments have demonstrated the growing importance of open-source AI, with governments and enterprises increasingly recognising the risks and costs of relying solely on closed AI systems. The spokesperson added that the agreement with SpaceX highlights Reflection AI’s strategic role within the frontier AI ecosystem and provides the computing capacity needed to develop large-scale open AI models.

The Colossus data centre was originally constructed by xAI, Elon Musk’s artificial intelligence company, which has since become part of SpaceX, to support its own AI development efforts. As those internal ambitions have slowed, SpaceX has increasingly leveraged its extensive AI chip infrastructure by leasing computing capacity to some of the world’s leading artificial intelligence companies.