SpaceX has signed a major computing power deal with AI startup Reflection AI, worth $6.3 billion if it continues until 2029. The agreement allows Reflection AI to use SpaceX's powerful AI infrastructure called Colossus, which includes Nvidia GB300 chips.
Reflection AI will pay SpaceX $150 million every month starting July 1, 2026, and both companies have an exit option after the first three months. The deal highlights how valuable computing power has become in the AI race, with many AI firms needing huge amounts of computing power to train advanced AI models.
SpaceX is positioning itself as a major AI infrastructure provider, similar to cloud computing and data center companies, and the agreement supports the company's growing AI strategy. Investors are closely watching whether the company can expand beyond rockets and Starlink into AI, data centers, and computing services.
