SpaceX Is Becoming the World's Most Important AI Neocloud

$SpaceX(SPCX)$ lands another computing deal, this time with Reflection, an open source model development company. $150m / month for GB300s. SpaceX the Neocloud!

Deal 1 with Anthropic

Colossus 1 and Colossus 2. Anthropic took all of Colossus 1

$1.25b / month

~325k total chips, split roughly into 150k H100s, 50k H200s, 125k GB200s

~$5-$6 / hour blended

Deal 2 with $Alphabet(GOOG)$

Colossus 2

$920m / month

~110k GB200s / GB300s (not clear which chip)

~$11-$12 / hour

Deal 3 with Reflection

Colossus 2

$150m / month

~18k GB300s

Amount of chips not disclosed, but if we use the same hourly rate as the Google deal, the implied number of GB300s is ~18k

In Summary

$2.32B / month

>$10 / hour for Blackwells (which is a very high rate)

These are all SHORT TERM deals... Each side has a 90 day out

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