CNBC: SpaceX just landed a new compute lease deal with Reflection, an open-source AI startup.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-22
SpaceX signed a compute lease deal with open-source AI startup Reflection AI, providing access to Nvidia GB300 chips for $150M per month starting July 2026, with total payments potentially reaching $6.3B through 2029.
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Extraction
Topics: ai-infrastructurecompute-marketopen-source-ainvidia-gpu
Claims
- SpaceX signed a compute lease deal with open-source AI startup Reflection AI.
- Reflection AI will pay $150M per month starting July 2026 for access to Nvidia GB300 chips.
- If the deal runs through 2029, total payments would reach approximately $6.3 billion.
- The deal includes a cancellation option exercisable by either party.
Key quotes
Reflection will pay $150M/month from 07-26 for access to Nvidia GB300s, If the deal runs to 2029, total payments would be around $6.3 B.
The deal can be cancelled by either company