SpaceX has entered a computing infrastructure agreement with open-source artificial intelligence developer Reflection AI, valued at approximately $6.3 billion. Under the contract, Reflection will obtain immediate access to Nvidia GB300 processors housed within SpaceX's Colossus data center network. The startup has agreed to pay SpaceX $150 million monthly starting July 1, 2026, with payments continuing through the end of 2029. Either party may terminate the arrangement with 90 days' notice after the first three months. The partnership underscores SpaceX's strategy to commercialize its expanding data center operations. Initially built to power Grok, Musk's AI chatbot, the Colossus facility is now being leveraged to sell capacity to external entities. This move positions SpaceX as a direct competitor to cloud providers in a market defined by severe shortages of high-performance graphics processing units. The agreement adds to a growing portfolio of computing deals for SpaceX, which has previously collaborated with Anthropic and Google, and is currently acquiring Cursor. By brokering access to scarce hardware, SpaceX is capitalizing on compute power as a strategic asset in the AI race. Reflection AI, valued at $25 billion, utilizes this access to advance its development of American open-source foundation models. The startup emphasizes transparency and customization, offering an alternative to the closed-model systems prevalent among competitors like OpenAI and Anthropic. A Reflection spokesperson noted that recent restrictions on access to proprietary models have heightened awareness among enterprises and governments regarding the risks of vendor lock-in. The deal provides Reflection with the computational scale necessary to build frontier-class models while maintaining the flexibility required for secure deployment. Reflection has also established significant engagements with national security agencies. The company is working with the Department of Energy's Genesis Mission and participates in Pentagon AI initiatives. Securing dedicated compute resources through SpaceX supports these defense-related efforts by ensuring reliable access to the processing power required for advanced AI workloads. For SpaceX, the contract reinforces its broader narrative as a diversified technology firm beyond aerospace and satellite internet. Following a record initial public offering, the company faces investor scrutiny regarding its heavy investment in AI infrastructure. This high-value agreement demonstrates the viability of its data center strategy and highlights the growing revenue potential of AI infrastructure services. The transaction illustrates how semiconductor access has become a critical currency for AI development, with infrastructure owners capturing value by controlling access to top-tier hardware.