SpaceX’s latest move in the artificial‑intelligence arena appears to have stalled. Bloomberg reported that the rocket company, still riding the wave of its $60 billion acquisition of AI coding startup Cursor, was in negotiations to buy Cognition, a rival firm known for its Devin coding agent and a roster of enterprise clients that includes Mercedes‑Benz, Citi and Goldman Sachs. The story sparked speculation about SpaceX’s broader strategy to embed AI deeper into its business.
Cognition’s chief executive, Scott Wu, pushed back on the report on X, writing that the claim was “inaccurate” and that his company “is not for sale.” Wu added that Cognition and SpaceX have not held any acquisition talks. The denial came just days after SpaceX closed the Cursor deal and after Musk’s AI venture xAI went public in June, briefly reaching a market value of nearly $2.3 trillion.
While the acquisition itself may be off the table, Bloomberg noted that the two firms are still discussing potential collaboration. One avenue under consideration is the use of SpaceX’s computing capacity, which the aerospace company currently offers to other AI players such as Anthropic while reserving it for internal projects.
Industry observers see AI‑assisted coding as a clear revenue stream for SpaceX. Musk has warned employees that AI could account for 99 percent of the company’s value within four to five years, underscoring the urgency of expanding the firm’s AI portfolio. The recent launch of Grok 4.6, a joint effort by Cursor and SpaceX, demonstrated the company’s push to improve coding performance on benchmark tests.
Adding Cognition would have given SpaceX a foothold in the enterprise market, leveraging Cognition’s existing contracts with major financial and automotive firms. The startup, which raised a $1 billion round at a $25 billion post‑money valuation in late May, is reportedly in early talks for a new financing round that could push its valuation to $40 billion.
Beyond the current acquisition chatter, Cognition made headlines last year when it acquired the remaining assets of competitor Windsurf after Google DeepMind hired the startup’s CEO and top researchers in a $2.4 billion talent and licensing deal. The merger led to a 30‑person layoff and offered buyouts to the remaining 200 Windsurf employees. Those who stayed reportedly faced a demanding work schedule, with expectations of more than 80 hours per week and six‑day office weeks.
SpaceX and Cognition did not respond to requests for comment beyond Wu’s public statement. The episode highlights the rapid consolidation occurring in the AI coding space, where large tech firms and aerospace players alike vie for cutting‑edge tools and talent to stay competitive.
Este artigo foi escrito com a assistência de IA.
News Factory APP - notícias agênticas para impulsionar seu SEO e AEO.