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AI startup Reflection signs computing power deal with SpaceX

positiveMulti dayYahoo Finance ·22 Jun 2026Original article ↗
Oraklio AI Analysis

While the news is about Reflection and SpaceX, the stated immediate access to Nvidia GB300s indicates incremental Nvidia hardware utilization and reinforces AI infrastructure demand. It is not an Nvidia earnings/estimate change, but could support near-term sentiment in AI chip supply/demand.

Article

AI startup Reflection signs computing power deal with SpaceX Reuters Mon, June 22, 2026 at 8:47 PM GMT+2 1 min read SPCX NVDA June 22 (Reuters) - Reflection AI said on Monday it has signed a deal with SpaceX that will ‌grant the startup access to additional computing capacity at ‌the Elon Musk-led company's Colossus 2 data center. Under the agreement, the open-source ​AI startup will get immediate access to Nvidia GB300s, AI chips used to train and run advanced models, and has agreed to pay SpaceX $150 million per month beginning July 1, 2026, ‌through 2029, CNBC reported, ⁠citing materials viewed by the publisher. Here are some details: • SpaceX and Reflection did not immediately ⁠respond to Reuters' requests for comment about the agreement.

• CNBC reported the payments would total about $6. 3 billion if the agreement runs ​through the ​end of its term. • Either ​company can end the ‌contract with 90 days' notice after the first three months, according to the report.

• "More compute gives us more room to push the frontier on open models," the Nvidia-backed startup said in a post on LinkedIn, without sharing more details. • The ‌Reflection deal adds to a string ​of commercial wins for SpaceX, with ​the company also striking ​agreements with technology giant Google and AI ‌startup Anthropic. • Earlier this month, SpaceX ​said Google ​will pay the rockets-to-AI group $920 million a month from October this year to June 2029, with capacity ramping up ​through September at ‌a reduced fee.

• Shares of SpaceX were down ​about 10. 6% in afternoon trading.

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