SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion

Summary

• The post discusses a $6.3B computing deal between SpaceX and open-source AI startup Reflection, funded by JPM and NVDA, with a 90-day cancellation clause and payments for Nvidia chip access.
• The author (u/Boston-Bets) is skeptical, calling it a "circle-jerk" and implying the deal is a financial maneuver that doesn't help SpaceX's share price and could undermine existing AI leaders.
• Quality assessment: Noise — lacks hard data or DD; relies on sarcasm and surface-level observations; more sentiment than analysis.