The Motley Fool
23 Jun 2026, 23:20 UTC · 2h ago
SpaceX Just Inked a New AI Deal Worth Up to $6.3 Billion
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The Motley Fool
23 Jun 2026, 23:20 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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4 claims · each scored for market impact
SpaceX signed a $6.3 billion deal with Reflection AI to provide AI hardware and software capacity via its Colossus data center. — This represents a massive high-margin revenue stream for SpaceX's AI infrastructure and validates the commercial viability of its data centers.
+0.60SpaceX's AI division reported losses of $6.35 billion in 2025, with an additional $2.47 billion loss in Q1 of the following year. — Substantial and accelerating losses highlight the high capital expenditure and risk associated with Musk's AI ambitions.
-0.40Reflection AI is scaling rapidly, with its valuation jumping from $545 million in early 2025 to seeking a $25 billion valuation in March. — Rapid valuation growth in an open-source AI competitor signals strong venture appetite and potential disruption of closed-model leaders.
+0.30Continue reading
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SpaceX intends to use record proceeds from its $85.7 billion IPO to aggressively build out AI infrastructure. — Provides the necessary liquidity to sustain the AI division's losses while scaling capacity to attract more clients like Reflection AI.
+0.20Which stocks this story touches
Its GB300 chips are the core hardware for the deals mentioned and it has made significant investments in the growing Reflection AI.
Secured a $6.3 billion deal with Reflection AI and raised record IPO funds, despite reporting losses in its AI division.
Mentioned only as the former employer of Reflection AI founders.
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