Tuesday, July 21, 2026

Reflection AI Secures $6.3 Billion Nvidia Chip Access Agreement Through 2029

June 24, 2026
AI infrastructure deals
AI infrastructure deals

Reflection AI has committed to a substantial infrastructure deal granting it access to Nvidia's GP300 chips and associated hardware housed in the Colossus 2 data center. Beginning July 1, 2026, the company will make monthly payments of $150 million through 2029, bringing the total agreement value to $6.3 billion.

The contract includes provisions allowing either party to exit with 90 days' notice following an initial three-month period. Industry observers note that while significant, this arrangement remains smaller than comparable infrastructure agreements SpaceX has negotiated with both Anthropic and Google.

Reflection AI, established in 2024 by former researchers from Google DeepMind, is leveraging the deal to advance its business model centered on open-weighted models—AI systems that publicly disclose their training methodologies. The company characterized the agreement as among the most substantial infrastructure commitments announced within the open AI space.

The Colossus 2 facility was initially developed to support XAI's computational needs before SpaceX subsequently secured portions of its chip capacity for contracts with leading AI research organizations.

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