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SpaceX has signed a long-term computing infrastructure agreement with Reflection AI that could generate about US$6.3 billion through 2029, marking another step in the company’s effort to commercialize its AI infrastructure beyond internal projects.
Reflection AI will pay SpaceX US$150 million per month beginning July 1, 2026, for access to Nvidia GB300 chips and related hardware housed at the Colossus 2 data center. The contract includes a provision allowing either company to terminate the agreement with 90 days’ notice after the first three months.
The agreement highlights a broader shift across the AI sector, where access to computing power has become one of the primary constraints for developing and operating frontier models. As AI companies compete to secure advanced graphics processing units and data center capacity, infrastructure providers are emerging as strategic players alongside model developers.
SpaceX originally developed the Colossus infrastructure to support Grok, the AI assistant created within Elon Musk’s technology ecosystem. The company is now expanding the platform into a commercial compute business serving external customers, and has already signed similar agreements with Anthropic, Google, and Cursor, while also moving forward with the acquisition of Cursor.
Reflection AI agreement brings a different profile to SpaceX’s customer base. The company focuses on developing open-source AI models at a time when governments, enterprises, and public-sector organizations are evaluating alternatives to proprietary AI systems.
The discussion around open-source AI intensified following recent restrictions affecting access to some closed-model platforms. According to Axios, those developments have increased interest among enterprises and governments seeking greater control over model deployment, customization, and transparency.
“Recent events highlight how important open source is to the AI ecosystem, with more nations and enterprises recognizing the risks and costs associated with exclusively depending on closed models,” says a Reflection spokesperson.
Reflection says that the agreement will expand its compute capacity and accelerate the development of what it describes as “American open intelligence.” The company has not yet released a frontier open-source model publicly. However, it has established relationships with government and national security organizations, including participation in the US Department of Energy’s Genesis Mission and broader Pentagon AI initiatives, according to CNBC and Quartz.
The transaction also illustrates the increasingly interconnected structure of the AI industry. Nvidia invested US$800 million in Reflection AI, while Reflection will now train models using Nvidia hardware purchased and operated by SpaceX. As a result, Nvidia simultaneously acts as an investor and an indirect technology supplier within the same ecosystem.
Founded by former researchers from Google DeepMind, Reflection was most recently valued at US$25 billion, according to Quartz. Some investors have compared the company to China’s DeepSeek because of its focus on building open models capable of competing with leading AI systems.
For SpaceX, the agreement strengthens a growing AI infrastructure business that extends beyond launch services and satellite connectivity. CNBC reports that investors have increasingly monitored whether the company can create new revenue streams from data centers, AI infrastructure, and compute services.
The economics of these agreements reflect the scale of demand. Quartz reports that previously disclosed compute arrangements involving Google and Anthropic were valued at aboutUS$30 billion and US$45 billion, respectively, over comparable periods extending into 2029.
As competition among AI developers intensifies, access to advanced computing resources continues to shape market positioning. The Reflection agreement shows how companies developing foundation models are increasingly relying on specialized infrastructure providers rather than building data center capacity independently.
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