#Enterprise AI
StartupsReflection AI Is Paying SpaceX $150 Million a Month. No Model Has Shipped.
Reflection AI started paying SpaceX $150 million a month on July 1 for Nvidia GB300 access at Colossus 2. No model has shipped yet.
TechMeta Is Building a Cloud Business to Sell AI Compute, and CoreWeave Just Took the Hit
Bloomberg reported July 1 that Meta plans a cloud business to sell surplus AI compute. Meta stock jumped 10%. CoreWeave dropped 14%. Nebius 16%.