SpaceX inks compute deal with Reflection AI, an open-source AI lab

First came Anthropic , then Google . Now, open-source AI startup Reflection is tapping SpaceX for its abundant source of AI chips. Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia’s latest GB300 AI chips and supporting hardware across SpaceX’s Colossus 2 data center near Memphis, Tennessee, the company told TechCrunch. The deal is worth up to $6.3 billion and either company has the option to end the contract with 90 days’ notice after the first three months. The deal is smaller than SpaceX’s deals with Anthropic and Google, which cost the companies $1.25 billion per month and $920 million per month respectively. Those contracts also run through July 2029, although Elon Musk has publicly downplayed the three-year term, emphasizing that the contracts can be cancelled at any time. Reflection used the compute deal — its first — to tout the value of its open-weight AI strategy , which it has pitched as an open-source alternative to closed frontier labs like Anthropic and OpenAI. Open-weight AI models, which publicly release their trained parameters, have received more attention following the U.S. government’s ban of Anthropic’s closed models, Fable and Mythos. The startup, which was founded in 2024 by two former Google DeepMind researchers, said the compute deal is one of the largest announced open AI infrastructure commitments to date. …