Episode Details

SpaceX signed a $6.3 billion compute deal with Nvidia-backed open-source AI startup Reflection AI, giving them access to GB300 chips at the Colossus 2 data center in Memphis at $150M/month. Combined with existing deals with Anthropic ($1.25B/month) and Google ($920M/month), SpaceX now collects over $2.3B monthly in AI compute revenue, transforming from a space company into arguably the world's largest AI infrastructure provider.

Continue the story on unscarcity.ai:

• AI Compute Clusters 2026: The $800B GPU Arms Race
• Infrastructure Inversion: When AI Outgrows Human Systems

Full episode notes on unscarcity.ai