In detail
- Monthly fee: $150M/month starting July 1, 2026; contract potentially worth up to $6.3B through 2029.
- Access to Nvidia’s latest GB300 AI chips and supporting infrastructure at Colossus 2 near Memphis, Tennessee.
- Either party may cancel the agreement after the initial three months with 90 days' notice.
- Reflection frames the deal as a major infrastructure commitment for its open‑weight, open‑source model strategy.
Why it matters
Large, long‑term compute agreements allocate scarce AI hardware to select labs and can create material development advantages; noteworthy that an open‑source lab is securing such scale.
For you Assess your reliance on closed cloud providers and consider whether strategic compute partnerships or engaging with open‑weight projects could lower cost or speed up ML development.