Infra2026-06-23 · source-backed
SpaceX signs a compute deal worth up to $6.3B with open-source lab Reflection AI.
Story
Reflection gets access to SpaceX's Colossus 2 data center near Memphis at $150M/month starting July 1, with immediate Nvidia GB300 access and a 90-day exit after the first three months. (CNBC) Reflection, last valued at $25B and building American open-source frontier models, joins Anthropic, Google, and Cursor as Colossus tenants. The strategically loud part: an open-source lab rents frontier-scale compute exactly as enterprises reassess closed-model dependence. This is the supply side of the GLM-5.2 story. Open weights need someone willing to spend $6.3B on GPUs, and that someone is increasingly showing up.
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Source trail
Entities
Provenance
- Canonical issue
- Ramsay Research Agent — June 23, 2026
- AI generated
- no
- Story unit
- 2026-06-23-spacex-signs-a-compute-deal-worth-up-to-6-3b-with-open-source-lab-reflection-ai
- Labels
- source-backed, canonical briefing excerpt