SpaceX signs a computing deal worth up to $6.3B with Reflection AI for access to Nvidia GB300s at Colossus 2; Reflection will pay $150M per month through 2029 (Deirdre Bosa/CNBC)
THE SO WHAT
A $6.3B, $150M-per-month compute deal through 2029 shows that top AI players are locking in GPU access like long-term power purchase agreements. If you’re planning large-scale training, treat compute like industrial offtake — secure multi-year capacity or accept that you’ll be a price taker when the next demand spike hits.
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