EL7.AI
StocksMediumUpdated•Originally published 22 June 2026•Updated 22 June 2026•
2 min read

SpaceX Secures $6.3B AI Computing Deal with Reflection AI

Key Facts

1SpaceX signed an agreement to provide Reflection AI with computing power utilizing Nvidia GB300 chips.
2The deal is valued at $150 million per month starting July 2026, potentially totaling $6.3 billion through 2029.
3Computing operations will take place at Elon Musk's Colossus 2 data center.

Reflection AI officially confirmed on Monday its major computing agreement with SpaceX, securing high-performance infrastructure powered by Nvidia GB300 chips. The deal, now formally announced, is valued at $150 million per month starting in July 2026, with a projected total value of $6.3 billion through 2029. These operations will be hosted at Elon Musk's Colossus 2 data center, further integrating SpaceX's aerospace resources with the rapidly expanding AI sector.

This partnership surfaces amid intense demand for advanced GPU clusters, with Nvidia (NVDA) trading at $209.86 per market data on June 22, 2026. The reliance on the GB300 architecture underscores Nvidia's market leadership compared to peers like TSM, which closed at $467.85 on the same date, and AMD. Industry analysts note that such long-term infrastructure commitments are becoming essential for AI startups to secure the necessary hardware runway for future model iterations.

Traders should watch SpaceX (SPCX) price action, which stood at $185 at close on June 18, 2026, as the market weighs this long-term revenue stream against the 2026 start date. Looking ahead, the economic calendar highlights the Eurozone CPI release on June 17, a key catalyst that could influence global tech valuations and the broader interest rate environment governing capital-intensive data center expansions.