SpaceX Was ‘Nowhere’ in AI 6 Months Ago — Now It’s an Anthropic Rival After the $60 Billion Cursor Deal, Says Oppenheimer
Oppenheimer says SpaceX became a credible Anthropic rival after acquiring Cursor, raising its target to $280 on AI growth and infrastructure.
SpaceX bought a company called Cursor and is now working on AI technology, which is a big deal in computing. When companies move into new areas like this, watch to see if they actually succeed at it or if it takes longer than expected.
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