SpaceX built a data center called Colossus. Named it like a supervillain's lair. Now rents it out to AI companies because apparently launching satellites into orbit generates less cash flow than letting Anthropic burn through H100s trying to make a chatbot sound slightly less unhinged.
The Reflection deal hits $6.3 billion. That's billion with a B. For computing power. Not for rockets. Not for Mars colonies. For the privilege of running matrix multiplications in a warehouse that could've been used for literally anything else.
Google's in on this. Cursor's in on this. Anthropic's in on this. Every AI company with a Series C and a dream is lining up to pay Elon Musk for the honor of overheating his servers. The same guy who spent $44 billion on Twitter to turn it into a digital wasteland now gets to charge AI startups premium rates for cloud compute. The business model writes itself.
Reflection is open-source. Keep that in mind. Open-source company signing a $6.3 billion deal for computing power. The math doesn't math but the press release got published anyway so here we are.
Some retail trader in Ohio just read this headline and immediately bought SpaceX calls except you can't buy SpaceX calls because it's not public yet. So he bought Tesla calls instead. Then he bought Nvidia calls. Then he margin-called himself trying to play the AI infrastructure thesis through a rocket company's data center side hustle. His wife asked him to explain the trade. He could not.
SpaceX charges by the teraflop now. Diversified revenue stream. Multiple business verticals. Synergistic cloud infrastructure leveraging existing capital assets. Translation: Elon needed cash and had a building full of expensive computers sitting there doing f*ck-all between Grok training runs.
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