Deal Overview
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.
Monthly spend: $150 M
Contract period: July 1 2026 – 2029
Location: SpaceX Colossus 2, Memphis, TN
Hardware: Nvidia GB300 AI chips + supporting gear
Why It Matters
The size of the monthly payment indicates a substantial allocation of compute resources, likely sufficient for training large‑scale AI models.
Immediate access to Nvidia’s latest GB300 chips gives Reflection AI a high‑performance foundation in the competitive open‑source AI landscape.
By leasing its Colossus 2 facility for AI workloads, SpaceX is positioning its data‑center assets as a commercial compute platform for external developers and startups.
Who Is Affected
Reflection AI – an open‑source AI lab that gains direct, high‑end GPU capacity.
SpaceX – monetizes its Colossus 2 infrastructure beyond aerospace operations.
Nvidia – sees increased demand for its GB300 AI silicon through a high‑visibility partnership.
What to Watch
Utilization trends at Colossus 2 over the three‑year term, which could signal demand for similar AI‑compute leasing agreements.
Model output and releases from Reflection AI that may leverage the GB300 hardware, offering insight into the performance impact of such compute access.
Potential follow‑on deals from other AI startups seeking comparable access to high‑end GPU clusters.
Source: TechCrunch, 22 June 2026