SpaceX Signs Compute Deal Worth Up to $6.3B With Open-Source Lab Reflection AI — $150M/Month on Colossus 2 GB300s

CNBC·high signal

SpaceX agreed to grant Reflection AI access to its Colossus 2 data center near Memphis at $150M/month starting July 1, totaling ~$6.3B if it runs through 2029, with immediate access to Nvidia GB300s and a 90-day exit after the first three months. Reflection — last valued at $25B and building American open-source frontier models — joins Anthropic, Google and Cursor as Colossus compute tenants, turning Musk's training cluster into a commercial platform. The strategically notable part is an open-source lab renting frontier-scale compute at the exact moment enterprises are reassessing dependence on closed models; SPCX fell ~10% on the news.