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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?
Some things worked, some didn't. Service was pleasant, though a couple of dishes felt like they were coasting. Might give it another look.