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Recursive Superintelligence, an AI company focused on self-improving systems, signed a $410 million compute deal with Amazon Web Services to scale its infrastructure.
Reflection AI, a U.S. startup developing open models, has signed a $1 billion compute deal with European AI infrastructure company Nebius for access to Nvidia's latest chips, amid growing interest in open-source AI due to concerns over closed models and government restrictions.
SemiAnalysis predicts Meta will sign a $10 billion compute deal with Anthropic, signaling major investment in AI infrastructure.
SpaceX and open source AI lab Reflection AI have signed a compute deal worth up to $6.3 billion, with Reflection paying $150 million per month for access to Nvidia's latest AI chips to support its open-weight AI models.
Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to approximately 110,000 NVIDIA GPUs and other components, in a deal similar to SpaceX's recent agreement with Anthropic.
According to a SpaceX prospectus, Anthropic is paying $1.25 billion per month ($15 billion annually) for compute capacity on SpaceX's Colossus 1 and Colossus 2 supercomputers, far exceeding previously reported estimates and indicating a hefty premium for AI compute.