SpaceX与开源AI实验室Reflection AI签署算力协议
阅读原文· techcrunch.com开源AI初创公司Reflection AI宣布与SpaceX签署价值高达63亿美元的算力协议。自2026年7月1日起至2029年,Reflection每月支付1.5亿美元,获得SpaceX在田纳西州孟菲斯附近Colossus 2数据中心的Nvidia GB300芯片使用权。合同首三个月后任一方可提前90天解约。该交易规模小于SpaceX与Anthropic(每月12.5亿美元)及Google(每月9.2亿美元)的合同。Reflection由两位前Google DeepMind研究员于2024年创立,主打开放权重模型策略,称该交易是迄今最大的公开开放AI基础设施承诺之一。
First came Anthropic, then Google. Now, open-source AI startup Reflection is tapping SpaceX for its abundant source of AI chips.
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia’s latest GB300 AI chips and supporting hardware across SpaceX’s Colossus 2 data center near Memphis, Tennessee, the company told TechCrunch. The deal is worth up to $6.3 billion and either company has the option to end the contract with 90 days’ notice after the first three months.
The deal is smaller than SpaceX’s deals with Anthropic and Google, which cost the companies $1.25 billion per month and $920 million per month respectively. Those contracts also run through July 2029, although Elon Musk has publicly downplayed the three-year term, emphasizing that the contracts can be cancelled at any time.
Reflection used the compute deal — its first — to tout the value of its open-weight AI strategy, which it has pitched as an open-source alternative to closed frontier labs like Anthropic and OpenAI. Open-weight AI models, which publicly release their trained parameters, have received more attention following the U.S. government’s ban of Anthropic’s closed models, Fable and Mythos.
The startup, which was founded in 2024 by two former Google DeepMind researchers, said the compute deal is one of the largest announced open AI infrastructure commitments to date.
“Recent events highlight how important open source is to the AI ecosystem, with more nations and enterprises recognizing the risks and costs associated with exclusively depending on closed models,” a spokesperson said in an emailed statement. “Our deal with SpaceXAI signals Reflection’s strategic importance within the frontier AI ecosystem, and more compute means more runway to build the world’s best open models at scale.”
The Colossus data center was originally built by xAI, a company founded by Elon Musk that is now part pf SpaceX, for its own AI efforts. As its internal pursuits have faltered, SpaceX leveraged its valuable AI chip holdings and began renting them out to some of the world’s top AI labs.