xAI has started selling computing power; this transition is happening faster than I imagined.

According to BlockBeats, xAI will provide Cursor with large-scale computing power, 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 standard of 35–45%, and President Nicolls has requested it be increased to 50% within a few months. Opening up computing power helps share costs and gather feedback; Cursor is discussing funding at a valuation of 50 billion USD.