Miau Labs / Insight
SpaceX Becomes a $28 Billion Per Year Neocloud with Latest Deal
SpaceX has become a significant force in the AI market with its large-scale processing capabilities and financial resources to invest in technology. The company's latest deal with Reflection AI has made it a $28 billion per year Neocloud, further solidifying its position in the industry.
SpaceX has become a significant force in the AI market with its large-scale processing capabilities and financial resources to invest in technology. The company's latest deal with Reflection AI has made it a $28 billion per year Neocloud, further solidifying its position in the industry. SpaceX's growing presence in the AI market and its ability to secure large-scale computing deals make it a company to watch in the coming years.
SpaceX has become a significant force in the AI market with its large-scale processing capabilities and financial resources to invest in technology. The company's latest deal with Reflection AI has made it a $28 billion per year Neocloud, further solidifying its position in the industry.
- SpaceX has signed a $6.3 billion compute deal with Reflection AI, making it a $28 billion per year Neocloud.
- The deal grants Reflection immediate access to GB300s to train open-source models and requires SpaceX to be paid $150 million per month from July 1, 2026, to 2029.
- This is SpaceX's third GPU rental deal, following agreements with Anthropic and Google, and raises questions about how far SpaceX has to go in terms of its computing capabilities.
Miau Labs takeSpaceX's growing presence in the AI market and its ability to secure large-scale computing deals make it a company to watch in the coming years.