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Reflection AI will pay SpaceX $150mn a month for Nvidia chips at Colossus 2, a deal worth roughly $6.3bn by 2029. The SpaceX Reflection AI deal puts Nvidia on both sides of the trade. SpaceX has signed another giant compute tenant. This time it is Reflection AI, an open-source startup barely two years old. Reflection […]
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<p>Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers [...]
<p>Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for [...]