SpaceX Signs $6.3 Billion Reflection AI Compute Deal to Support Open-Source AI

Elon Musk is accelerating his companies’ expansion into AI infrastructure and the computing-capacity rental market as demand for artificial intelligence surges. SpaceX has already signed partnership agreements with Google and Anthropic, signaling an active push beyond aerospace into cloud computing. The shift could diversify its revenue and highlights its potential advantages in high-speed networking and data-center development.

According to the latest reports in July 2026, SpaceX is in advanced talks with the U.S. Department of Defense to provide billions of dollars’ worth of data-center computing capacity to run the department’s AI models. If finalized, the potential deal would further expand SpaceX’s influence in military and defense technology while accelerating its strategic ambition to become a major provider of cloud and AI infrastructure services.

The rapid expansion of Google’s Gemini Enterprise is driving demand for GPUs and data-center capacity to support enterprise generative AI. To supplement its own infrastructure, Google is turning to SpaceX for computing resources. The deal highlights intensifying competition among technology giants for AI capacity while opening a new revenue stream for SpaceX beyond its satellite and launch businesses ahead of an IPO.

Under the latest agreement, Google will pay SpaceX about $30 billion from 2026 through 2029 to rent roughly 110,000 NVIDIA GPUs at xAI’s computing cluster in Memphis, United States. Reports estimate that Google will pay about $920 million a month, providing SpaceX with revenue under a multiyear contract.