SpaceX secures $6.3bn compute capacity deal from AI startup Reflection

SpaceX secured a $6.3 billion compute capacity deal from AI startup Reflection, CNBC reported. The agreement was signed with Reflection AI, an open-source AI startup, which will lease access to Nvidia GB300s from SpaceX's Colossus 2 data center near Memphis, Tennessee. Reflection agreed to pay $150 million per month from July 2026 through 2029, for a total of $6.3 billion should the contract run to its full term. Both companies have the option to terminate the contract with 90 days' notice after the first three months. The deal is the latest cloud-style computing agreement SpaceX has signed, following those with Anthropic, Google, and Cursor, an AI coding platform. SpaceX is now set to acquire Cursor. The capacity will come from Colossus 2, a site SpaceX purchased last March that came online in January.