SpaceX just signed a $6.3B compute deal. Your cloud provider is no longer your only option.

SpaceX just locked in $150 million per month from Reflection AI.

That's $6.3 billion through 2029 for Nvidia GB300 access at Colossus 2.

Reflection is a $25 billion open-source AI lab founded by ex-Google DeepMind researchers.

They're not paying for models. They're paying for raw silicon.

And they're joining Anthropic at $1.25B per month and Google at $920M per month as SpaceX tenants.

The math: SpaceX is now collecting over $2.3 billion per month from AI compute alone.

This isn't a side project. This is a business.

The enterprise implication is brutal. Your cloud vendor's pricing power just collapsed.

When a rocket company can offer the same Nvidia chips at scale, your AWS bill has a new ceiling.

And the open-source angle changes everything. After Anthropic killed Fable and Mythos, governments and enterprises started questioning closed-model dependency.

Reflection is selling exactly that escape hatch. "American open intelligence" with sovereign control.

If you're negotiating cloud contracts today, get SpaceX on the phone.

Your infrastructure strategy just gained a third option. And your cloud provider knows it.

Audit your compute commitments before Q3 renewals. The leverage shifted yesterday.