SpaceX Signs Computing Power Deal With Open-Source AI Startup Reflection Worth Up to $6.3 Billion

My take: Reflection AI, founded by former Google DeepMind researchers and valued at $25 billion despite not having released a single public model yet, just committed to paying SpaceX $150 million A MONTH for three years, just to get priority access to Nvidia's GB300 chips at the Colossus 2 data center. And look, what fascinates me most isn't the number (which is already jaw-dropping), it's what it exposes: in 2026, having guaranteed frontier compute is worth as much as having the best model. SpaceX, which already signed similar contracts with Anthropic, Google, and Cursor, is becoming the most powerful landlord in AI, the owner of the building everyone wants to rent in. If Reflection manages to build a competitive open model with that hardware, the geopolitical map of AI shifts considerably, especially for governments hunting for alternatives to closed systems. Of course, that's just my opinion.