$SpaceX(SPCX)$ This is getting

$SpaceX(SPCX)$ This is getting pretty wild.

SPCX reportedly signed a compute deal with open-source AI startup Reflection AI, gaining access to Nvidia's GB300 chips at Colossus 2.

The numbers really stand out:

• Around $150M per month starting July 1

• Roughly $6.3B total if it runs through 2029

That monthly burn is intense on its own.

This is what the AI era is starting to look like in real time—not just model hype, but multi-billion-dollar compute commitments locked in years ahead, all built around Nvidia hardware.

Feels like we're moving from "AI stories" to "AI infrastructure contracts" very quickly.

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