Elon Musk just signed another blockbuster compute deal and it confirms something that is reshaping the entire AI infrast…

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-22

SpaceX signed a compute access deal with open-source AI startup Reflection AI for Nvidia GB300 chips at the Colossus 2 data center, which Milk Road AI frames as a confirming signal of a structural shift in the AI infrastructure landscape.

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SpaceX Emerges as AI Compute Mega-Provider: Google's $30B and Anthropic's $1.25B/Month Deals

Extraction

Topics: ai-infrastructurecompute-marketopen-source-ainvidia-gpuspacex

Claims

SpaceX signed a compute deal giving Reflection AI access to Nvidia GB300 chips at the Colossus 2 data center.
The deal is framed as evidence of a structural reshaping of the AI infrastructure landscape.
Elon Musk's SpaceX is emerging as a significant compute leasing entity for AI companies.

Key quotes

Elon Musk just signed another blockbuster compute deal and it confirms something that is reshaping the entire AI infrastructure landscape