ChipsThe story, in brief

SpaceX inks compute deal with Reflection AI, an open-source AI lab

$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.

Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

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.

The key facts

5 to know
  1. Reflection AI committing $150M/month for compute access

  2. Deal runs July 1, 2026 through 2029 (36-month commitment, ~$5.4B total)

  3. Access to Nvidia GB300 chips and supporting hardware

  4. Housed in SpaceX's Colossus 2 data center (Memphis, Tennessee)

  5. Open-source lab securing frontier compute at scale—rare signal of competitive positioning

Go to the source

TechCrunch AItechcrunch.com

Publisher excerpt: 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.
Read original report
Back to today's editionMore chips news

Keep reading

Related stories

More from Chips