SpaceX secures $6.3 billion computing deal with AI startup Reflection
The space and technology company has signed a significant agreement with open-source AI lab Reflection, adding to a growing roster of clients that includes Google and Anthropic.
SpaceX has entered into a computing power agreement with open-source artificial intelligence startup Reflection, with the deal valued at up to $6.3 billion. The transaction marks a significant step in the commercialisation of the company’s Colossus data centre, which has been transformed from an internal development facility into a public computing power platform.
The Colossus facility was originally constructed by xAI, a company now integrated into SpaceX, to support internal AI development. As the company’s strategic focus has evolved, it has shifted from using the infrastructure exclusively for its own purposes to leasing capacity to external AI laboratories. This move allows SpaceX to capitalise on its substantial hardware holdings by offering high-performance computing resources to the broader technology sector.
Reflection joins a growing list of major technology firms that have secured recent computing power deals with SpaceX. The company has also announced agreements with Anthropic, Google, and Cursor, indicating a broadening demand for the Colossus platform among leading AI developers. The timing of the Reflection agreement arrives amid heightened regulatory scrutiny of closed AI models, following the US government’s recent ban on Anthropic’s Fable and Mythos systems.
Industry observers note that these regulatory developments have increased attention on open-source alternatives, with a SpaceX spokesperson highlighting the risks and costs associated with depending exclusively on closed models. The deal with Reflection underscores the growing market for diverse AI infrastructure as companies seek to mitigate regulatory and operational risks.
The commercial expansion of the Colossus data centre follows SpaceX’s record-breaking initial public offering on the Nasdaq on 11 June 2026. The IPO, priced at $135 per share, raised approximately $75 billion and valued the company at around $1.77 trillion. The agreement with Reflection represents one of the largest individual computing power deals secured by the company since its public debut, reinforcing its position as a key provider of AI infrastructure.