SpaceX has agreed to provide computing capacity from its Colossus data center to Reflection AI, adding another outside customer to Elon Musk's growing AI infrastructure business.

The deal gives Reflection immediate access to Nvidia GB300 chips, according to materials viewed by CNBC. The startup will begin paying SpaceX $150 million per month on July 1, 2026, with the agreement scheduled to run through 2029. If it stays in place for the full term, the payments would total roughly $6.3 billion.

Either side can terminate the contract with 90 days' notice after the first three months, giving both companies some flexibility if their needs change.

The agreement underscores how SpaceX is turning Colossus into more than an internal system for Musk's companies. The data center was originally built in part to support Grok, the AI chatbot developed by Musk's xAI. It is now also being used as a source of commercial computing capacity for other AI firms looking for scarce advanced chips.

Reflection is the latest company to tap that capacity. SpaceX has already reached compute-related agreements with Anthropic, Google and Cursor, extending the company's role beyond rockets and Starlink into the AI infrastructure market.

The Reflection deal is also notable because the startup is focused on open-source AI. The company has positioned itself as a builder of American open intelligence, aiming to compete with frontier AI labs while giving governments and enterprises more control over how models are used and deployed. Reflection said the added capacity will help speed up that effort.

A company spokesperson pointed to recent concern about dependence on closed AI systems, saying more nations and businesses are recognizing the risks and costs of relying only on proprietary models.

That message comes at a time when open-source AI has gained attention as some users and organizations look for alternatives that can be inspected, customized and run with greater independence. Reflection has not yet released a public frontier model, but it has been building relationships with government and national security customers, including work tied to the Department of Energy's Genesis Mission and broader Pentagon AI efforts.

The deal also highlights the strategic importance of compute in the AI industry. Access to top-end Nvidia chips remains one of the biggest bottlenecks for companies training and serving advanced models, and large-scale data centers have become a central battleground for supply. By leasing Colossus capacity to outside firms, SpaceX is effectively entering a market dominated by cloud providers and AI infrastructure companies.

For investors, the arrangement suggests SpaceX is continuing to broaden its business model after its record initial public offering. The company has been watched closely for signs that it can expand beyond launch services and satellite internet into other areas tied to artificial intelligence and data center operations.

Reflection, last valued at $25 billion, has emerged as one of the better-funded startups in the open-source AI category. The SpaceX partnership gives it access to the kind of hardware needed to compete with larger rivals as demand for compute keeps rising.