Reflection AI inks $6.3 billion compute deal with SpaceX

What happened

Reflection AI will pay $150 million（約240億円） per month beginning July 1, 2026 through 2029 for access to Nvidia's GB300 AI chips at SpaceX's Colossus 2 data center near Memphis, Tennessee. The deal is worth up to $6.3 billion（約1兆円） and either company can end the contract with 90 days' notice after the first three months.

Why it matters

Reflection is positioning open-weight AI models—which publicly release their trained parameters—as a viable alternative to closed proprietary systems. The company cited the U.S. government's recent ban of Anthropic's closed models as evidence that nations and enterprises are recognizing risks in depending exclusively on proprietary AI, making open source infrastructure increasingly strategic.

What to watch

The deal is smaller than SpaceX's agreements with Anthropic ($1.25 billion（約2000億円） per month) and Google ($920 million（約1500億円） per month), both also running through 2029. Reflection, founded in 2024 by two former Google DeepMind researchers, describes this as one of the largest announced open AI infrastructure commitments to date.