$SpaceX(SPCX)$ Just signed a $6.3B compute deal with Reflection AI, and the structure here is what really stands out.
$150M/month starting July 1 through 2029 (CNBC).
Access to NVIDIA GB300s for frontier model training.
A 90-day exit clause after the first 3 months.
What's interesting to me is how quickly these deals are stacking up:
Anthropic compute deal
Google compute deal
Cursor compute + acquisition angle
Reflection AI latest $6.3B deal
It feels less like one-off headlines now and more like a steady pipeline of long-duration AI compute demand being booked in real time.
From a trading perspective, this is where it shifts from "news flow" to "order flow visibility."
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