The BuildJune 22, 2026via TechCrunch AI
SpaceX inks compute deal with Reflection AI, an open-source AI lab
Why it matters
Open-source AI labs are now competing for premium compute on equal footing with closed labs. This deal signals that frontier chip scarcity is creating a new market for compute-as-a-service, and SpaceX's Colossus 2 is emerging as critical infrastructure for the AI economy.
Key signals
- Reflection AI committing $150M/month for compute access
- Deal runs July 1, 2026 through 2029 (36-month commitment, ~$5.4B total)
- Access to Nvidia GB300 chips and supporting hardware
- Housed in SpaceX's Colossus 2 data center (Memphis, Tennessee)
- Open-source lab securing frontier compute at scale—rare signal of competitive positioning
The hook
$150M/month. That's what Reflection AI just committed to SpaceX for GB300 compute through 2029—a watershed moment for open-source labs accessing frontier chip capacity.
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware across SpaceX's Colossus 2 data center near Memphis, Tennessee.