SpaceX signs a compute deal worth up to $6.3B with open-source lab Reflection AI.

Reflection gets access to SpaceX's Colossus 2 data center near Memphis at $150M/month starting July 1, with immediate Nvidia GB300 access and a 90-day exit after the first three months. (CNBC) Reflection, last valued at $25B and building American open-source frontier models, joins Anthropic, Google, and Cursor as Colossus tenants. The strategically loud part: an open-source lab rents frontier-scale compute exactly as enterprises reassess closed-model dependence. This is the supply side of the GLM-5.2 story. Open weights need someone willing to spend $6.3B on GPUs, and that someone is increasingly showing up.