SPACEX SIGNS $6.3 BILLION COMPUTE DEAL WITH OPEN-SOURCE AI LAB AS THE GPU ECONOMY RESHAPES ITSELF SpaceX has inked a $6.3 billion compute agreement with Reflection AI, the open-source frontier lab founded by veterans of Google DeepMind. Starting July 1, Reflection will pay $150 million per month to access Nvidia GB300 chips inside SpaceX’s Colossus 2 data center near Memphis, with the contract running through the end of 2029. Reflection was co-founded by Misha Laskin, who led reward modeling for Google’s Gemini project, and Ioannis Antonoglou, DeepMind’s sixth researcher ever and one of the original minds behind AlphaGo. The company raised $2 billion last October at an $8 billion valuation and is now reportedly raising again at $25 billion. This is the fourth major external compute contract SpaceX has signed for Colossus, following deals with Anthropic, Google, and Cursor. Total committed external revenues from the facility are now said to exceed $80 billion through 2029. SpaceX has quietly become one of the largest compute landlords on the planet. The Reflection deal has a dimension the others lack. Reflection is building open-source models, which means the computation funded by this agreement will produce AI that anyone can download and run without paying a licensing fee. SpaceX is, in effect, subsidizing the free alternative to the very models its other tenants are building. The GPU bottleneck has not gone away. It has just moved from shortage to who controls the access window. Keywords: SpaceX Reflection AI compute deal, Colossus data center, AI compute market, Nvidia GB300