SpaceX secures option to acquire AI coding startup Cursor for $60B

SpaceX has secured an option to acquire AI coding startup Cursor (developed by Anysphere) for $60 billion later this year, pairing Cursor's coding models with SpaceX's Colossus supercomputer infrastructure. The deal raises significant concerns for enterprise customers around model neutrality, data contracts, and zero-data-retention agreements with current model providers OpenAI and Anthropic. Analysts warn that CIOs should demand change-of-control clauses, and that Cursor's Composer model being fine-tuned on the Chinese base model Kimi 2.5 may create governance issues. The acquisition follows SpaceX's earlier absorption of xAI, Grok, and the X platform, and could risk model access restrictions from Anthropic and OpenAI similar to what happened with Windsurf.