SpaceX has signed a major computing agreement with Reflection AI that could generate up to $6.3 billion in revenue as Elon Musk’s company expands its Colossus infrastructure into a commercial AI compute business.

Under the agreement, Reflection will receive immediate access to Nvidia GB300 systems used to train and operate advanced artificial intelligence models.

The startup will pay SpaceX $150 million per month beginning July 1 and continuing through the end of 2029. The payments would total approximately $6.3 billion if the agreement remains active for its full term.

Either company can terminate the contract with 90 days’ notice after the first three months, meaning the final value could be significantly lower.

The deal makes Reflection the latest outside AI company to purchase computing capacity from SpaceX. The company has already reached compute agreements with Anthropic and Google and recently acquired Cursor in a $60 billion stock deal.

Colossus was initially built to support Grok, Musk’s artificial intelligence model and rival to ChatGPT. SpaceX is now opening parts of the infrastructure to outside companies seeking access to scarce advanced chips.

Reflection provides a strategically different customer for the business. The startup is developing open source AI models designed to compete with frontier systems from OpenAI, Anthropic and Google.

The company was most recently valued at $25 billion and has positioned itself as an American alternative to both closed model providers and overseas open source developers.

Reflection said recent restrictions involving closed AI models have strengthened the case for systems that governments and businesses can inspect, customize and operate with greater control.

The startup has not yet publicly released a frontier open source model. It has, however, begun working with government and national security customers, including the Department of Energy’s Genesis Mission and broader Pentagon AI programs.

For SpaceX, the contract adds another major source of potential revenue following its initial public offering and strengthens its effort to expand beyond rockets and Starlink.

The company is increasingly positioning Colossus alongside major cloud and AI infrastructure providers that rent access to advanced graphics processing units.

Access to Nvidia’s latest chips remains one of the largest constraints for companies attempting to train and deploy frontier models. By selling unused capacity, SpaceX can monetize its infrastructure while maintaining the option to reclaim the compute if its internal demand increases.