tech
SpaceX Reflection AI deal: $6.3bn for compute
Reflection AI will pay SpaceX $150mn a month for Nvidia chips at Colossus 2, a deal worth roughly $6.3bn by 2029. The SpaceX Reflection AI deal puts Nvidia on both sides of the trade.

TL;DR
- Reflection AI will pay SpaceX $150 million monthly for Nvidia chips at Colossus 2, totaling $6.3 billion by 2029.
- Nvidia is involved on both sides of the deal, supplying hardware and investing in Reflection AI.
- Reflection AI, founded by former Google DeepMind employees, focuses on open-source AI models.
- SpaceX's Colossus 2 data center is becoming a significant AI compute hub, also housing tenants like Anthropic and Google.
- The deal underscores the growing circularity of investment and hardware supply within the AI industry.