Az xAI-t \u00e9s a Twittert nemr\u00e9g keresztbe lenyel\u0151 SpaceX bejelentette, hogy egy\u00fcttm\u0171k\u00f6d\u00e9si meg\u00e1llapod\u00e1st k\u00f6t\u00f6tt a Cursorral, a fejleszt\u0151k k\u00f6r\u00e9ben rendk\u00edv\u00fcl n\u00e9pszer\u0171 \u00e9s sz\u00e9lesebesen terjed\u0151, AI-alap\u00fa k\u00f3dszerkeszt\u0151 eszk\u00f6zzel \u00e9s a m\u00f6g\u00f6tte \u00e1ll\u00f3 kaliforniai startuppal. A megegyez\u00e9s tartalmaz egy k\u00fcl\u00f6n\u00f6sen szemforgat\u00f3 kit\u00e9telt: a rak\u00e9tagy\u00e1r lehet\u0151s\u00e9get kapott arra, hogy az \u00e9v folyam\u00e1n felv\u00e1s\u00e1rolja a Cursort potom 60 milli\u00e1rd doll\u00e1r\u00e9rt, ami mai \u00e1rfolyamon 18,7 billi\u00f3 forint.<\/p>\n
\t\t\tH\ufeffi\ufeffrde\ufefft\ufeff\u00e9\ufeffs\ufeff<\/p>\n
A k\u00e9t c\u00e9g k\u00f6z\u00f6s c\u00e9lja a k\u00f6vetkez\u0151 gener\u00e1ci\u00f3s \u201ek\u00f3dol\u00e1si \u00e9s tud\u00e1sf\u00f3kusz\u00fa AI” kifejleszt\u00e9se. A SpaceX a saj\u00e1t Colossus szupersz\u00e1m\u00edt\u00f3g\u00e9p\u00e9t hozza be a projektbe, amelynek sz\u00e1m\u00edt\u00e1si kapacit\u00e1sa \u00e1ll\u00edt\u00f3lag egymilli\u00f3 Nvidia H100 teljes\u00edtm\u00e9ny\u00e9vel \u00e9r fel, m\u00edg a Cursor a fejleszt\u0151i piacot ural\u00f3 term\u00e9k\u00e9t \u00e9s felhaszn\u00e1l\u00f3i b\u00e1zis\u00e1t adja hozz\u00e1. Az egy\u00fcttm\u0171k\u00f6d\u00e9s nem el\u0151zm\u00e9ny n\u00e9lk\u00fcli: m\u00falt h\u00e9ten der\u00fclt ki, hogy az xAI adatk\u00f6zpontjaib\u00f3l sz\u00e1m\u00edt\u00e1si kapacit\u00e1st b\u00e9rel a Cursor a leg\u00fajabb AI-modellj\u00e9nek betan\u00edt\u00e1s\u00e1hoz \u2013 t\u00edzezernyi xAI-chipet vesznek ig\u00e9nybe. R\u00e1ad\u00e1sul egy h\u00f3nappal kor\u00e1bban a Cursor k\u00e9t vezet\u0151 m\u00e9rn\u00f6ke, Andrew Milich \u00e9s Jason Ginsberg is az xAI-hoz igazolt, ahol mindketten k\u00f6zvetlen\u00fcl Elon Musknak jelentenek.<\/p>\n
Ami a p\u00e9nz\u00fcgyi r\u00e9szleteket illeti: a SpaceX az \u00e9v sor\u00e1n 10 milli\u00e1rd doll\u00e1rt fizet a Cursornak a k\u00f6z\u00f6s munk\u00e1\u00e9rt, vagy 60 milli\u00e1rd\u00e9rt megveszi az eg\u00e9sz c\u00e9get. Ez ut\u00f3bbi \u00f6sszeg k\u00fcl\u00f6n\u00f6sen figyelemrem\u00e9lt\u00f3 annak f\u00e9ny\u00e9ben, hogy a Cursor tavaly janu\u00e1rban m\u00e9g csak 2,5 milli\u00e1rd doll\u00e1ros \u00e9rt\u00e9kel\u00e9st \u00e9rt el, m\u00e1jusra ez 9 milli\u00e1rdra n\u0151tt, novemberre pedig m\u00e1r 29,3 milli\u00e1rd doll\u00e1rra r\u00fagott a 2,3 milli\u00e1rd doll\u00e1ros, D-sorozat\u00fa t\u0151kebevon\u00e1s ut\u00e1n.<\/p>\n
A tranzakci\u00f3 mindk\u00e9t f\u00e9l gyenges\u00e9geit megmutatja: sem a Cursornak, sem az xAI-nak nincsenek ma olyan modelljei, amelyek versenyk\u00e9pesek lenn\u00e9nek az Anthropic \u00e9s az OpenAI vezet\u0151 megold\u00e1saival, a Cursor pedig egyel\u0151re a Claude \u00e9s a GPT modelleket haszn\u00e1lja, b\u00e1r most \u00fagy t\u0171nik: m\u00e1r nem sok\u00e1ig. Az \u00fczlet az SpaceX v\u00e1rva v\u00e1rt t\u0151zsdei bevezet\u00e9s\u00e9nek kontextus\u00e1ban is fontos: a befektet\u0151k szem\u00e9ben az esetleges felv\u00e1s\u00e1rl\u00e1s tov\u00e1bb n\u00f6velheti Elon Musk egyre kiterjedtebb tech-birodalm\u00e1nak hat\u00e1rait, \u00e9s vele egy\u00fctt a SpaceX IPO el\u0151tti \u00e9rt\u00e9k\u00e9t.<\/p>\n","protected":false},"excerpt":{"rendered":"Az xAI-t \u00e9s a Twittert nemr\u00e9g keresztbe lenyel\u0151 SpaceX bejelentette, hogy egy\u00fcttm\u0171k\u00f6d\u00e9si meg\u00e1llapod\u00e1st k\u00f6t\u00f6tt a Cursorral, a fejleszt\u0151k…\n","protected":false},"author":2,"featured_media":74296,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[27040,1490,44,42,40,9998,43,41,6622,121,120,8263,629,125,122,426,124,123,6258],"class_list":{"0":"post-74295","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tudomany-es-technologia","8":"tag-cursor","9":"tag-elon-musk","10":"tag-hu","11":"tag-hungarian","12":"tag-hungary","13":"tag-kodolas","14":"tag-magyar","15":"tag-magyarorszag","16":"tag-merleg","17":"tag-science","18":"tag-science-technology","19":"tag-spacex","20":"tag-tech","21":"tag-technologia","22":"tag-technology","23":"tag-teszt","24":"tag-tudomany","25":"tag-tudomany-es-technologia","26":"tag-xai"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116454151303396727","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/74295","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/comments?post=74295"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/74295\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/74296"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=74295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=74295"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=74295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}