AI startup Reflection signs computing power deal with SpaceX
NVDA
AI Infrastructure, Product, Demand
Positive
Reflection AI has signed a computing power agreement with SpaceX that will provide the open-source AI startup with access to capacity at SpaceX's Colossus 2 data center. Under the terms reported, Reflection AI will receive immediate access to Nvidia GB300 chips, which are used to train and run advanced AI models.
The agreement is structured as a multi-year arrangement running through 2029, with payments to SpaceX beginning in mid-2026. Neither SpaceX nor Reflection AI have publicly confirmed the deal details.
Why it matters
The deal highlights continued strong enterprise demand for Nvidia's latest-generation GB300 AI chips, reinforcing the company's position as the preferred hardware supplier for large-scale AI compute infrastructure. Multi-year commitments of this scale underscore the durability of the AI buildout cycle that drives Nvidia's core revenue.
Key facts
Reflection AI signed a computing deal with SpaceX for access to its Colossus 2 data center • The agreement includes immediate access to Nvidia GB300 AI chips • The deal runs through 2029, with payments beginning July 1, 2026 • Neither SpaceX nor Reflection AI has officially confirmed the reported terms