Source: IT Home
Bloomberg reported on the 16th that SpaceX has reached a definitive agreement to acquire AI coding startup Cursor, with the deal valued at $600 billion (equivalent to approximately 4063.15 billion yuan under current exchange rates). The acquisition fills a critical gap in Elon Musk’s push to catch up with rivals in the coding tool sector.
According to an 8-K filing submitted by SpaceX, Cursor’s investors will receive SpaceX stock corresponding to Cursor’s implied equity value of $600 billion. The merger is expected to close in the third quarter of 2026.
SpaceX first disclosed back in April this year that it had secured the right to purchase Cursor later in the year, yet the transaction was put on hold as SpaceX prepared for its IPO at that time.
xAI, SpaceX’s AI subsidiary, is currently ramping up its AI coding capabilities. Musk has openly acknowledged that xAI lags far behind competitors in coding tools. To close the gap with players such as Anthropic and OpenAI, xAI has been poaching engineers from Cursor prior to the deal.
Cursor launched its AI coding assistant in 2023 to help programmers write and debug code with higher efficiency. Amid skyrocketing demand for AI coding tools among software developers, Cursor has emerged as one of the fastest-growing startups and a central player in the tech industry’s era of AI-augmented coding.
Before SpaceX signaled its acquisition interest, Cursor was in talks with investors for a new funding round, planning to raise roughly $20 billion at a pre-money valuation exceeding $500 billion (around 3385.95 billion yuan and 135.44 billion yuan respectively at current exchange rates). The startup later scrapped the fundraising plan, and xAI will take over all its future computing power needs.
Musk’s heavy spending on AI has imposed substantial financial pressure on SpaceX. Having retroactively assumed xAI’s investment liabilities, SpaceX posted a net loss of $49.4 billion last year (about 334.53 billion yuan). To fund Musk’s various initiatives, SpaceX nearly doubled its capital expenditure to $207 billion last year, with AI accounting for its single largest cost category.
SpaceX 收购 AI 编程独角兽 Cursor，交易估值 600 亿美元
来源：IT之家
据彭博社 16 日（今天）报道，SpaceX 正式同意收购 AI 编程初创公司 Cursor，交易估值达到 600 亿美元（IT之家注：现汇率约合 4063.15 亿元人民币）。这笔收购也让埃隆 · 马斯克在编程工具领域追赶竞争对手的计划，补上了关键一环。
Space 提交的 8-K 文件显示，Cursor 投资者将按照 Cursor 隐含 600 亿美元股权价值获得 SpaceX 股票。合并预计将在 2026 年第三季度完成。
SpaceX 今年 4 月曾首次披露，已经获得在今年晚些时候收购 Cursor 的权利，但由于 SpaceX 当时正准备 IPO，交易暂未推进。
SpaceX 旗下 xAI 业务目前正集中加强 AI 编程能力。马斯克本人曾承认，xAI 在编程工具方面尤其落后于竞争对手。为了追赶 Anthropic 和 OpenAI 等公司，xAI 此前一直在从 Cursor 招募工程师。
Cursor 于 2023 年推出 AI 助手，帮助程序员更高效地编写和调试代码。随着软件开发者对 AI 编程工具需求激增，Cursor 已成为增长最快的初创公司之一，也成为科技行业“氛围编程”时代的核心公司。
在 SpaceX 宣布有意收购 Cursor 之前，Cursor 曾与投资者洽谈新一轮融资，计划以超过 500 亿美元（现汇率约合 3385.95 亿元人民币）的投前估值融资约 20 亿美元（现汇率约合 135.44 亿元人民币）。随后，Cursor 放弃融资计划，未来算力需求改由 xAI 接手。
马斯克在 AI 上的投入已经给 SpaceX 带来不小成本。由于 SpaceX 追溯承担了 xAI 投资债务，SpaceX 去年净亏损 49.4 亿美元（现汇率约合 334.53 亿元人民币）。为支撑马斯克各项计划，SpaceX 去年资本开支几乎翻番至 207 亿美元，其中最大一块支出投向 AI。
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