SpaceX 与 Cursor 合并于 8 月 14 日生效
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SpaceX AI and Cursor plan to launch their first jointly developed AI model as early as Wednesday.
PANews reported on July 8th that, according to Reuters citing The Information, SpaceX AI and Cursor plan to launch their first jointly developed AI model as early as Wednesday. The report stated that the model was originally scheduled for release earlier this week but was delayed due to efficiency optimizations. The new model is expected to have rapid information processing capabilities and, in some aspects, compete with Anthropic's Opus 4.8 and OpenAI's GPT 5.5. In June, SpaceX announced its acquisition of Anysphere, the company behind the AI programming assistant Cursor, in a $60 billion all-stock transaction to strengthen its position in the AI tools market. SpaceX (formerly xAI) was acquired by SpaceX in February of this year, and SpaceX officially joined the Nasdaq 100 index this Tuesday.
When FTX went bankrupt, it sold 5% of Cursor shares for $200,000. After SpaceX acquired these shares, they were worth over $3 billion.
According to Foresight News , SpaceX has agreed to acquire Anysphere, the developer of the AI programming assistant Cursor, for $60 billion. Previously, in 2023, FTX sold its 5% stake in Cursor for $200,000 during bankruptcy proceedings; now, with SpaceX's acquisition, that stake will be worth over $3 billion.
SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...
Musk: Grok 4.5 enters private testing at SpaceX and Tesla; performance may be close to or even surpass Opus.
PANews reported on June 28th that Elon Musk stated on the SpaceX platform that Grok 4.5, built on the 1.5T V9 f base model, has entered private testing within SpaceX and Tesla, with Cursor data added to supplementary training. Early evaluations show that the model's performance is close to or may even surpass Opus levels. Musk also pointed out that reinforcement learning (RL) continues to significantly improve model capabilities, and the Grok Build training framework is constantly iterating and optimizing. Furthermore, Musk revealed that new models trained entirely from scratch by SpaceX will be released monthly throughout the year.
Nansen CEO: If CZ had acquired FTX back then, he might now indirectly hold significant shares in Anthropic and Cursor.
According to Odaily Odaily, Alex Svanevik, CEO of on-chain data analytics platform Nansen, stated in an article published on the X platform that, from a hindsight perspective, if Binance founder CZ had completed the acquisition of FTX back then, his potential asset structure might have changed significantly. He might have indirectly held approximately 8% of Anthropic, approximately 5% of the AI programming tool Cursor, and some investment interests related to SpaceX. It is understood that CZ disclosed its intention to acquire FTX in November 2022, but abandoned the acquisition due to problems found during due diligence that were beyond its control. Subsequently, FTX filed for bankruptcy protection.
SpaceX (SPCX.O) will acquire Anysphere through a merger.
According to Odaily Odaily, SEC filings show that SpaceX (SPCX.O) will acquire Anysphere through a merger. Anysphere, Inc. is an American AI software startup company, with Cursor as its main brand and product.