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AI startup Reflection AI just signed a massive deal with SpaceX to lease GPU compute at the Colossus 2 facility in Memphis, Tennessee, starting today at $150 million per month. The contract runs through end of 2029, totaling roughly $6.3 billion, and gives Reflection immediate access to Nvidia's cutting-edge GB300 chips. It's one of the largest infrastructure commitments ever made by an AI company โ and a sign of just how fierce the compute race has become. Is the AI arms race getting out of hand, or is this just the cost of playing at the frontier?