Rohan Paul@rohanpaul_ai · XSpaceX完成857亿美元IPO后，与开源AI初创Reflection签署GPU计算租赁协议。Reflection自2026年7月起每月支付1.5亿美元，使用SpaceX Colossus数据中心的Nvidia GB300集群，若延续至2029年总支付约63亿美元，协议可于3个月后提前90天取消。Reflection采用B2B/B2G开放权重模式，构建前沿模型并向政府、国家实验室和企业出售定制化部署。该集群用于训练基础模型并适配科学和国家安全场景。Anthropic切断Fable和Mythos服务后，Reflection强调关键AI客户不应依赖可被撤销或受限的闭源供应商。
CNBC： SpaceX just landed a new compute lease deal with Reflection， an open-source AI startup.
Reflection will pay $150M/month from 07-26 for access to Nvidia GB300s， If the deal runs to 2029， total payments would be around $6.3 B.
The deal can be cancelled by either company， with 90 days' notice after the first 3 months.
SpaceX is now selling its GPU capacity like a cloud provider， using Colossus as infrastructure for outsiders.
Reflection's current business model appears to be B2B/B2G frontier open-weight AI： build powerful models， then sell access， customization， and controlled deployment to governments， national labs， enterprises.