SpaceX Signs Third Colossus Compute Deal With Reflection AI

HAWTHORNE, Calif. — SpaceX has signed its third major artificial intelligence compute agreement, granting open-source developer Reflection AI access to NVIDIA GB300 chips at its Colossus 2 data center in Southaven, Mississippi. Under the deal, Reflection will pay roughly 150 million dollars per month beginning July 1, a contract worth about 6.3 billion dollars if it runs through 2029.

A fast-growing compute business

The agreement, first reported by CNBC and confirmed by SpaceX, underscores how quickly the company is turning its supercomputing infrastructure into a high-margin revenue engine. Colossus was originally built to train Grok, the AI model developed by xAI, which SpaceX absorbed in an all-stock merger in February 2026 that valued the combined entity at about 1.25 trillion dollars. That same vertically integrated AI ambition runs through our coverage of SpaceX's AI1 satellite partnership with NVIDIA, and now the infrastructure is being leased to outside customers hungry for scarce training capacity.

Reflection AI is no small client. Valued at around 25 billion dollars and focused on what it calls "American open intelligence," the company cited recent restrictions on closed AI models as validation for its open-source approach. It will get immediate access to cutting-edge NVIDIA hardware, with either side able to exit after an initial three-month period on 90 days notice.

Stacking blue-chip customers

The Reflection contract joins an increasingly impressive roster. SpaceX granted Anthropic exclusive access to its Colossus 1 data center, a facility exceeding 300 megawatts and more than 220,000 NVIDIA GPUs, in a deal reported to be worth around 1.25 billion dollars per month. Google separately agreed to pay roughly 920 million dollars per month for capacity beginning in late 2026.

Taken together, these arrangements position SpaceX as an AI infrastructure powerhouse with tens of billions in potential recurring revenue, diversifying well beyond rocket launches and Starlink subscriptions. That diversification accelerated after the company's record IPO and its move to acquire AI talent, including the 60 billion dollar all-stock purchase of coding startup Cursor.

Why it matters

For SpaceX, the strategy transforms capital-intensive data centers into flexible, cash-generating assets while supporting its own AI development. For the wider market, the deal is another sign that demand for advanced training and inference capacity remains red hot amid a global chip crunch.

Full terms of the agreement were laid out in reporting by Teslarati, which noted the contract could reach 6.3 billion dollars over its life.

With Colossus 2 now hosting a third anchor tenant, SpaceX is steadily proving that its bet on owning massive compute can pay off, turning Elon Musk's vision of vertically integrated AI infrastructure into a durable and growing line of business.