SpaceX has signed a $6.3 billion deal with Reflection AI, an arrangement built around access to Nvidia's GB300 computing power that runs through 2029, according to reporting surfaced via Bing News.
The agreement is being framed from both sides. According to the MSN/Bing News item, the deal puts SpaceX stock "in focus," with the company providing the Nvidia-based compute. According to a Google News listing citing eciks.org, the same transaction is described as Reflection AI signing a "$6.3B compute deal with SpaceX for Nvidia chips." In other words, the two reports point to the same $6.3 billion figure and the same hardware — Nvidia's GB300 — even as they emphasize different parties.
The core facts are consistent across the sources: a multi-year commitment, a $6.3 billion price tag, and a timeline extending to 2029. Beyond those points, the available items do not specify how the compute will be delivered, where it will be hosted, or the full terms of the partnership.
Why it matters: deals of this size signal just how much capital is now flowing into the raw computing power behind artificial intelligence — and a multibillion-dollar, multi-year commitment tied to Nvidia's chips underscores that securing AI infrastructure has become a strategic priority worth billions to the companies racing to build it.