SpaceX signs a 6.3 billion compute deal with Reflection AI at 150 million a month

[DodgyCoder]

SpaceX signed a 6.3 billion computing infrastructure agreement with the open source AI startup Reflection AI. The structure is 150 million a month starting July 1 for access to Nvidia GB300 chips inside Musk Colossus 2 data center in Memphis. SpaceX renting out compute is a genuinely unexpected business line

The context is that SpaceX just did a record 75 billion IPO and is now positioning itself as an infrastructure powerhouse well beyond aerospace. Reflection AI joins a client roster that reportedly already includes Google and Anthropic. Unconventional providers competing directly with the traditional cloud giants is a real shift

For Reflection AI the deal buys the compute horsepower to scale open weight models against closed source rivals. That is the interesting strategic bet, that a well funded open weight player can stay competitive if it can just secure enough chips. Compute access has become the great equalizer or the great gatekeeper depending on your view

My take is that the most interesting part is SpaceX turning spare data center capacity into a revenue stream that rivals AWS style economics. If a rocket company can pivot into being a compute landlord, the definition of who is a cloud provider is breaking down. Watch whether other non traditional players follow with their own capacity

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