Latest / Minds, Bodies, and Terawatts

SpaceX Signs $6.3B Compute Deal with Reflection AI, Cementing Memphis as AI Capital
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.