tech
Nvidia-backed Reflection lands SpaceX compute deal
The massive deal could help the open-source startup compete with Anthropic and Google.
TL;DR
- Reflection, an Nvidia-backed open-source AI startup, has signed a major compute agreement with SpaceXAI.
- The deal provides Reflection with immediate access to chips and hardware from the SpaceX Colossus 2 data center.
- Reflection will pay SpaceXAI $150 million per month from July 1, 2026, through 2029, after an initial ramp period.
- The agreement includes access to high-end reasoning GB300 chips and other hardware.
- This compute capacity aims to help Reflection compete more directly with frontier AI labs like OpenAI and Anthropic.
- The deal highlights the interconnectedness of AI industry players, with Nvidia as an investor in Reflection and SpaceX as a provider of compute using Nvidia chips.
- Compute power is identified as the scarce resource fueling the AI race.
- The article notes a surge in interest surrounding open-source models, contrasting them with closed models and their accessibility issues.