Open-source AI lab Reflection AI has reached a computing power leasing agreement with SpaceX to accelerate the development of cutting-edge open-weight models. According to the agreement, Reflection AI will pay $150 million per month from July 1, 2026, to 2029, to gain immediate access to the Colossus2 data center located near Memphis, Tennessee, operated by SpaceX, for using NVIDIA's latest GB300 AI chips and supporting hardware. The total value of this agreement reaches $6.3 billion, and both parties can terminate the contract 90 days after the first three months by notifying each other.

xAI, Musk, artificial intelligence, AI

With the original Colossus data center previously belonging to xAI now integrated into SpaceX, and its internal R&D progress slowing down, SpaceX is accelerating the monetization of its valuable AI chip reserves. Previously, it had already reached monthly computing power cooperation agreements with Anthropic and Google at $125 million and $92 million, respectively. As a startup company founded in 2024 by two former Google DeepMind researchers, Reflection AI's move marks one of the largest infrastructure commitments in the open-source AI field so far.

Following the recent U.S. government ban on Anthropic's closed models Fable and Mythos, concerns about the risks and costs of relying solely on closed models have increased, creating a critical development window for open-weight models that can be publicly trained. This top-tier computing power support will give Reflection AI more time for large-scale training in competition with closed frontier laboratories like Anthropic and OpenAI, potentially reshaping the market landscape of the frontier AI ecosystem.