
Reflection AI Locks $6.3B Compute Deal With SpaceX
The AlphaGo co-founder's open-source AI lab will pay SpaceX $150M monthly for Nvidia GB300 chips at Colossus 2, totaling $6.3B before shipping a single public model.
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The AlphaGo co-founder's open-source AI lab will pay SpaceX $150M monthly for Nvidia GB300 chips at Colossus 2, totaling $6.3B before shipping a single public model.

AMD's CDNA 5 accelerator on TSMC 2nm with 432 GB HBM4 memory - the GPU behind OpenAI's 1GW deployment and Oracle's 50,000-chip supercluster.

Artificial Analysis released AgentPerf, the first agentic AI infrastructure benchmark, measuring concurrent agents per megawatt. NVIDIA Blackwell leads with 20x gains over Hopper.

Google will pay SpaceX $920 million per month for 110,000 NVIDIA GPUs at Colossus 1, citing unexpected demand for its Gemini Enterprise agent platform.

Intel's Crescent Island inference GPU trades HBM bandwidth for 480GB of LPDDR5X, targeting customers locked out of NVIDIA's supply chain.

Verified June 2026: real cost per million tokens for self-hosting Llama 4 Scout, Maverick, Qwen3-235B, and DeepSeek V3.2 - GPU requirements, cost formulas, and when cheap APIs actually win.

AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.

NVIDIA RTX Spark is a 20-core ARM + Blackwell GPU superchip delivering 1 petaFLOP FP4 and 128GB unified memory for AI-first Windows laptops and desktops.

SpaceX's IPO filing discloses that Anthropic will pay $1.25 billion per month for compute across both Colossus data centers through May 2029, totaling roughly $45 billion.

AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.

NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.

Anthropic gains 220,000 GPUs from SpaceX's Colossus 1 in Memphis, immediately doubling Claude Code five-hour rate limits for all paid plans.