TechCrunch · AIJun 23, 2026, 00:51 UTC+8

SpaceX inks $150M/month compute deal with open source AI lab Reflection AI

SpaceX inks compute deal with Reflection AI, an open source AI lab

SpaceX's Colossus 2 data center near Memphis landed its third major AI compute customer. Open source lab Reflection AI will pay $150 million per month starting July 1, 2026 through 2029 for immediate access to Nvidia GB300 chips. The deal follows earlier contracts with Anthropic ($1.25B/month) and Google ($920M/month). The post doesn't disclose what models Reflection AI plans to train or its funding sources.

Why it matters: SpaceX lands a $150M/month compute deal with open-source lab Reflection AI through 2029. The story has novelty, hard numbers, and industry buzz, but Reflection AI's low profile and undisclosed funding keep it at the 78 featured threshold.

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The numbers are what make this worth clicking: a lab most people haven't heard of is committing $150 million a month for Nvidia's latest GB300 chips, locked in through 2029. SpaceX's Colossus 2 near Memphis already hosts Anthropic at $1.25B/month and Google at $920M/month, so Reflection AI becomes the third anchor tenant starting July 1.

I'd discount this a bit for now. The post doesn't say what models Reflection AI plans to train, where its funding comes from, or who's behind it. An open source lab burning $150M/month on compute either raised a monster round that hasn't been disclosed, or the contract has flexibility we can't see. There's only this one TechCrunch report and no announcement from Reflection AI itself—don't read this as "open source arms race escalation" yet.

The more interesting signal is SpaceX's data center play. It's becoming a compute landlord with a tenant mix that spans closed-source giants and open source newcomers. That positioning matters more than any single deal.

Source: TechCrunch · AI · techcrunch.com
Published: Jun 23, 2026, 00:51 UTC+8 · Jun 23, 2026