SpaceX's agreement with Reflection AI allows the startup to access advanced Nvidia GB300s AI chips, with payments set to begin at $150 million per month starting July 1, 2026, through 2029.
This contract, which can be terminated by either party with 90 days' notice after the initial three months, highlights SpaceX's strategy to monetize its Colossus data center, initially built to support its AI chatbot Grok.
The deal adds Reflection to SpaceX's list of computing power clients, which already includes Anthropic, Google, and Cursor, and reflects a broader trend towards open-source AI as companies and governments seek alternatives to closed models.
Reflection, valued at $25 billion, aims to develop American open-source AI models that offer more flexibility and control compared to competitors like OpenAI and Anthropic. The partnership is timely, as recent events have raised concerns about the risks of relying solely on closed AI systems, making open-source solutions increasingly appealing.
For SpaceX, this agreement not only diversifies its revenue streams beyond aerospace but also positions it competitively in the AI infrastructure market, where access to advanced computing resources is critical for innovation