SpaceX Closes $60B Cursor Acquisition to Compete in Enterprise AI

Major defense and technology contractors including Palantir, Nvidia, and Booz Allen Hamilton are restricting or eliminating their use of advanced AI models from Anthropic and OpenAI due to concerns that the AI firms could access their proprietary data during model training or operation. The moves reflect growing corporate anxiety about intellectual property protection when using third-party AI systems. These restrictions signal a potential friction point between enterprise adoption of frontier AI models and data security requirements in sensitive industries.

Perplexity is deploying OpenAI's GPT-6 Astra model to handle end-to-end system operations, including writing communications, modifying software, and monitoring production infrastructure. The company reports significantly reduced oversight requirements compared to earlier models. This represents a shift toward autonomous AI management of critical business systems.

Amazon, Microsoft, Oracle and other AI data center developers are increasing financial offers to municipalities and regulators to secure approval for new facilities, while also opposing utility proposals to pass infrastructure costs to consumers. The companies are moving beyond messaging campaigns to offer tangible community benefits. Local opposition from activists remains strong despite financial incentives, setting up years of regulatory and community battles ahead.

SpaceX has signed a cloud computing rental agreement with an unnamed customer worth approximately $1.11 billion per month, effective December 1, according to CFO Bret Johnsen. The deal marks another expansion of SpaceX's compute services business beyond its core satellite launch operations. The announcement was made at Goldman Sachs' Communacopia + Technology conference on Thursday.