SpaceX stock in focus as company inks $6.3 billion artificial intelligence deal with Reflection AI
SpaceX has signed a major computing power deal with artificial intelligence startup Reflection AI. The agreement allows Reflection AI to use Colossus, SpaceX’s powerful artificial intelligence infrastructure. Reflection AI will immediately use the Nvidia GB300 chip, one of the most advanced AI chips available today for training and running AI models.
According to CNBC, Reflection AI has agreed to pay SpaceX $150 million per month starting on July 1, 2026. The contract is expected to run until 2029, meaning the total deal value could be approximately $6.3 billion if it continues until the end of the agreement. Both companies have exit options. After the first three months, either SpaceX or Reflection AI can cancel the deal with 90 days’ notice.
SpaceX stock
SpaceX (SPCX) Stock It fell again on Monday, extending recent losses after a strong rebound following the company’s initial public offering. The stock fell about 7% in early trading on Monday, extending losses from previous sessions. Investors are now looking to see whether the recent share price declines are just profit-taking following the IPO rally or the beginning of a larger correction.
SpaceX Artificial Intelligence Business
The agreement demonstrates how SpaceX is expanding its artificial intelligence business. The company originally built its Colossus data center infrastructure to support Grok, Elon MuskThe AI chatbot competes with ChatGPT. SpaceX is now using that infrastructure to sell computing power to other artificial intelligence companies, creating new revenue streams beyond rockets and satellites.
Reflection AI is not its first customer. CNBC reports that SpaceX has partnered with Anthropic selectionGoogle and Cursor. For SpaceX, the deal highlights the value of computing power in the race for artificial intelligence. Obtaining advanced Nvidia chips is one of the biggest challenges facing AI companies today.
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Many AI companies require massive amounts of computing power to train advanced AI models, making high-end chips and data centers extremely important. According to CNBC, by leasing Colossus capacity, SpaceX is positioning itself as a major artificial intelligence infrastructure provider, similar to cloud computing and data center companies. The agreement also supports SpaceX’s evolving artificial intelligence strategy. Investors are closely watching whether the company can expand beyond rockets and Starlink into artificial intelligence, data centers and computing services. The Reflection AI deal is one of the biggest signs yet that SpaceX wants to become a major player in the artificial intelligence infrastructure market, and not just in space technology.
