カーソル 500億の評価額でも資金調達が必要、AIインフラは本当にお金がかかる

According to BlockBeats, xAI will provide large-scale computing power to Cursor, mobilizing tens of thousands of GPUs at the Colossus data center to assist in training Composer 2.5, marking xAI's transition from a model R&D company to a cloud service provider. MFU is only 11%, far below the industry average of 35–45%, and President Nicolls has demanded it be increased to 50% within a few months. Opening up computing power helps share costs and gather feedback; Cursor is discussing financing at a valuation of 50 billion USD.