Reflection, an open-source AI startup founded by two former Google DeepMind researchers, will tap Nvidia GB300 capacity at SpaceX's Colossus 2 data center near Memphis, in an agreement worth up to $6.3B.

From July 2026, Reflection will pay $150M per month through 2029. Either company can exit on 90 days' notice after the first three months.

The deal is Reflection's first compute agreement and one of the largest publicly disclosed open-AI infrastructure commitments to date, with SpaceX's external compute backlog now topping $80B through 2029.