SpaceX signs computing agreement with Reflection AI, an open-source AI laboratory.

SpaceX signs computing agreement with Reflection AI, an open-source AI laboratory.

Anthropic started it, followed by Google. Now, the open-source AI company Reflection is collaborating with SpaceX for its plentiful supply of AI chips.

Beginning July 1, 2026, Reflection AI will invest $150 million monthly through 2029 for immediate access to Nvidia’s latest GB300 AI chips and the associated hardware at SpaceX’s Colossus 2 data center located near Memphis, Tennessee, as reported to TechCrunch. This agreement totals up to $6.3 billion, with either party able to terminate the contract with a 90-day notice after the initial three months.

This agreement is less substantial than the contracts SpaceX has with Anthropic and Google, which amount to $1.25 billion and $920 million per month, respectively. Those agreements also extend until July 2029, though Elon Musk has downplayed the three-year duration, stressing that the contracts can be ended at any point.

Reflection has utilized this compute arrangement — its initial one — to emphasize the significance of its open-weight AI approach, marketed as an open-source alternative to restricted frontier labs such as Anthropic and OpenAI. Open-weight AI models, which disclose their trained parameters to the public, have garnered more focus after the U.S. government’s prohibition of Anthropic’s closed frameworks, Fable and Mythos.

Founded in 2024 by two ex-Google DeepMind researchers, the startup claims that this compute deal represents one of the largest publicly declared open AI infrastructure investments to date.

“Recent developments underscore the critical role of open source in the AI ecosystem, with increasing awareness among nations and enterprises regarding the risks and costs of solely relying on closed models,” a spokesperson stated in an email. “Our arrangement with SpaceXAI signifies Reflection’s strategic relevance in the frontier AI sector, and increased computing resources provide greater opportunity to develop the finest open models on a large scale.”

The Colossus data center was initially constructed by xAI, a firm established by Elon Musk that is now integrated into SpaceX, for its own AI ventures. As these internal projects encountered difficulties, SpaceX capitalized on its valuable AI chip assets and began leasing them to some of the leading AI laboratories worldwide.

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