The deal improves SpaceX’s competitive position in a rapidly growing market. Recently, Bloomberg reported that Anthropic’s annualized revenue had crossed $65 billion, and OpenAI’s had exceeded $40 billion<\/a>. <\/p>\n Grok 4.6 scored 61 on the benchmark Artificial Analysis Intelligence Index, matching GPT-5.6 Sol and sitting just behind the newest Claude models. On the SWE-bench that ranks large language models as tools for coding, it’s in the top cluster. <\/p>\n The difference is price. Grok 4.6 launched at a fraction of the cost of the most advanced models, an advantage enabled by SpaceX’s Colossus clusters. The company ended June with 1.4 gigawatts of nameplate compute and expects to surpass 2 gigawatts by year’s end. <\/p>\n The next generation, Grok 4.7, is expected within weeks as xAI aims to gain ground on the latest GPT and Claude models. <\/p>\n What Cursor brings <\/p>\n Few domains in AI have become as lucrative as coding, and Cursor gives SpaceX a seat at the table. Before this acquisition, SpaceX was a laggard in that market. Now, it has two model families in Grok and Composer, the coding tools, and an AI agent in Grok Bot. Those sit on top of the company’s expanding power and data center assets. This level of vertical integration provides an edge over the frontier labs, which still rent much of their capacity. <\/p>\n The decision to buy Cursor was a smart bet<\/a>, but SpaceX still lacks a large recurring profit center like Alphabet’s Search or Microsoft’s Office to fund its AI ambitions. Meanwhile, the stock price will face new pressures through mid-2027 as the lock-up periods currently keeping most of its shares out of the public float expire. <\/p>\n But if SpaceX can leverage Cursor to make its models a top choice for software developers, that would put it in the same conversation as Anthropic and OpenAI, both of which are targeting trillion-dollar-plus valuations in their upcoming IPOs. <\/p>\n The $60 billion price SpaceX paid for Cursor was steep, but I think it will be the key that unlocks a much larger opportunity. <\/p>\n Should you buy stock in Space Exploration Technologies right now? <\/p>\n Before you buy stock in Space Exploration Technologies, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Space Exploration Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $432,621!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,335,314!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 973% \u2014 a market-crushing outperformance compared to 213% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of August 20, 2026. <\/p>\n Bryan White<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> SpaceX CEO Elon Musk. Image source: The Motley Fool. Grok is in the game <\/p>\n