AI編程助手Cursor宣佈加入SpaceX，標誌雙方在算力與模型研發上深度融合。Cursor已從基礎代碼補全發展爲能交付實際生產力的AI智能體，此次整合旨在應對大模型技術拓展帶來的龐大算力需求。
馬斯克稱，SpaceXAI數據中心電力容量將在2027年底前擴大約7倍至10GW，AI算力基建近乎指數級增長；其已建成“全球最強AI訓練集羣”，並計劃明年底前將集羣規模提升至當前約10倍。
據《財富》報道，Anthropic計劃2026年10月以2萬億美元估值上市，將超越SpaceX成爲史上最大IPO。SpaceX今年6月上市時市值約1.77萬億美元，曾創美股紀錄。這家成立僅數年的AI公司若如期推進，將取代火箭巨頭摘得“最大IPO”桂冠。
據《金融時報》，Anthropic投資者預計其或於今年10月啓動IPO，目標估值2萬億美元以上，有望超過SpaceX的1.77萬億美元，成爲史上最大IPO。公司營收高速增長，預計到2026年底年化營收達1000億至1200億美元，增幅超10倍；今年5月已突破470億美元。
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