SpaceX to Lease AI Compute Power to Reflection AI in Multi-Billion Dollar Deal SpaceX’s quiet transformation into a global “compute landlord” is accelerating, as open‑source startup Reflection AI locks in a long-term, multibillion‑dollar lease for access to high-end chips at the company’s Colossus 2 data center in Tennessee.

Early deals set the stage

In the past year, SpaceX has increasingly repurposed its Colossus infrastructure—originally built for xAI’s Grok—into a rental platform for AI firms, signing “giant compute” tenants like Anthropic and Google that are expected to spend billions for access to Elon Musk’s growing compute empire.

Reflection AI’s agreement is struck

On June 22, Axios reported that Nvidia-backed Reflection “signed a major compute agreement with SpaceXAI,” securing access to chips and hardware at Colossus 2. After an initial ramp-up, the startup will pay $150 million per month starting July 1, 2026, through 2029, in exchange for access to Nvidia’s latest GB300 systems and supporting infrastructure.

The Verge framed the pact succinctly: “SpaceX is leasing AI compute to Reflection, too,” noting that the deal, similar to those with Anthropic and Google, could total up to $6.3 billion by 2029. TechCrunch likewise highlighted that SpaceX had “ink[ed]” a compute deal with Reflection AI, describing it as an open source AI lab buying immediate access to Nvidia’s newest chips across Colossus 2 near Memphis.

Financial and strategic implications

Follow‑up reporting stressed how the agreement deepens cross‑dependencies among a small circle of AI heavyweights. The Next Web characterized it as the “SpaceX Reflection AI deal: $6.3bn for compute,” pointing out that Nvidia not only supplies the chips but also invested roughly $800 million in Reflection, putting the chipmaker “on both sides of the trade.”

Axios added that compute remains “the scarce resource fueling the AI race,” and argued that Reflection’s new capacity could help open‑source models “compete with the frontier AI labs” by training at similar scales. At the same time, both sides retain the option to exit with 90 days’ notice after the first three months, underscoring how even multi‑billion‑dollar AI infrastructure deals are being structured with flexibility amid rapid technological and regulatory shifts.

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