SpaceX has signed a computing power agreement worth up to $6.3 billion with Reflection AI, an open-source artificial intelligence startup, according to CNBC.
Under the deal, Reflection gains access to Nvidia GB300 chips at SpaceX's Colossus 2 facility. CNBC's Deirdre Bosa reports that Reflection will pay $150 million per month through 2029, the structure that adds up to the multibillion-dollar headline figure.
The agreement is notable for what it says about SpaceX's ambitions beyond rockets. According to CNBC, the company has effectively turned its Colossus data center into a commercial computing platform, renting out raw processing power to AI developers. Reflection is the latest customer in a string of recent deals that CNBC says also includes Anthropic, Google and Cursor.
Reflection itself is backed by Nvidia, whose chips sit at the center of the arrangement, as reported by outlets including Yahoo Finance and Axios. That makes the deal a tidy illustration of how money and hardware are circulating through the AI industry: a chipmaker invests in a startup, which then spends heavily to rent computers built on that same chipmaker's processors.
Why it matters: access to massive amounts of computing power has become the key bottleneck and the key currency in artificial intelligence, and this deal shows even SpaceX is now positioning itself as a supplier in that race.