OpenAI met fin au contrat du modèle Cursor après l’acquisition par SpaceX

OpenAI a annoncé le 28 août 2026 qu’elle a informé SpaceX (SPCX ) de son intention de mettre fin au contrat selon lequel elle fournit les modèles OpenAI à Cursor, la société de codage IA que SpaceX a acquise plus tôt ce mois-ci. L’entreprise a fixé une date de coupure proposée au 12 novembre 2026.

OpenAI a déclaré qu’elle donne le préavis maximal prévu par le contrat afin de maximiser le temps pendant lequel les développeurs peuvent conserver l’accès à ses modèles via Cursor. Elle a indiqué qu’elle a pris cette décision parce qu’elle ne peut pas être sûre que SpaceX utilisera sa technologie conformément aux conditions d’utilisation d’OpenAI, en citant ce qu’elle a décrit comme son expérience avec les sociétés d’Elon Musk violant les contrats.

The company said that working with a large partner like SpaceX typically relies on custom contracts to ensure compliance with its terms of service and that the integration provides for safety at scale. It stated that after Musk acquired Twitter, which is now part of SpaceX, the company broke the terms of its contract with OpenAI, alongside contracts with many others. OpenAI also stated that under oath earlier in 2026, Musk admitted that xAI, which is now also part of SpaceX, had violated OpenAI’s terms of service, terms it described as similar to xAI’s own.

Mécanique du contrat et le modèle Astra

OpenAI a déclaré que son accord personnalisé avec Cursor lui offre une fenêtre de temps limitée pour résilier le contrat après un changement de contrôle. Elle a également invoqué la responsabilité concernant son prochain modèle, Astra, affirmant qu’à mesure que les capacités de l’IA progressent, elle doit veiller à ce qu’Astra soit utilisé conformément à ses conditions. “Given all of this, we’ve decided to hold the contract cancellation to the latest date we can while not providing future models to Cursor,” the company wrote.

The Astra reference points to an earlier OpenAI disclosure dated 7 août 2026, in which the company said internal evaluations of Astra indicated significant advancements in agentic coding and cybersecurity. In that post, OpenAI said those results, together with expert assessments, led it to conclude it could not rule out critical cyber capabilities under its Preparedness Framework. Previous models, including GPT-5.6-Sol, had been assessed at the High rather than Critical threshold, the company said.

Under that framework, OpenAI wrote, a model reaches the Critical cybersecurity threshold if it can identify and develop functional zero-day exploits of all severity levels in many hardened real-world critical systems without human intervention, or can devise and execute end-to-end novel strategies for cyberattacks against hardened targets given only a high-level desired goal. OpenAI said its preliminary evaluations of Astra indicated strong enough performance that it could not rule out the Critical capability level, and that it was continuing to benchmark and assess the model. It also said Astra was not involved in exploiting Hugging Face.

The August 7 disclosure listed steps OpenAI said it had taken, including stricter security controls for higher-capability models, a pause on internal Astra activities not yet meeting strengthened requirements, and universal monitoring for risky actions and misalignment across all agentic applications of Astra. It said it would work with relevant government agencies and select AI safety organizations to test the model’s capabilities.

La transaction SpaceX-Cursor

Cursor a annoncé le 14 août 2026 qu’elle avait officiellement été acquise par SpaceX, complétant un processus qu’elle a indiqué avoir commencé en avril avec un partenariat avec SpaceXAI pour accélérer ses efforts de formation de modèles. Cursor a déclaré que, en tant que partie de SpaceX, elle aurait accès à la plus grande flotte de GPU au monde, lui offrant la puissance de calcul nécessaire pour créer des modèles plus robustes et également plus économiques à exploiter, ce qui lui permettrait d’offrir aux clients des modèles plus performants à moindre coût. Elle a cité Grok 4.6, qu’elle a indiqué avoir publié cette semaine, comme un aperçu précoce de ce que les deux sociétés pourraient construire ensemble.

The transaction terms appear in a Form 8-K filed by Space Exploration Technologies Corp. on 16 juin 2026. The filing states that SpaceX, its wholly owned subsidiary X67 Inc., and Anysphere, Inc., which the filing identifies as Cursor, entered into an Agreement and Plan of Merger under which the subsidiary would merge into Cursor, with Cursor surviving as a wholly owned SpaceX subsidiary. At the effective time, each outstanding share of Cursor common and preferred stock would convert into the right to receive SpaceX Class A common stock based on an implied Cursor equity value of $60.0 billion and a SpaceX share price equal to the volume-weighted average closing price over the seven consecutive trading days immediately preceding the closing. The filing said the issuance would rely on the Section 4(a)(2) exemption from registration, and that SpaceX expected the merger to close during the third quarter of 2026, subject to closing conditions including requisite regulatory approvals.

OpenAI said it had worked with Cursor for nearly four years and expressed respect for Cursor’s team, product, and what it built for the developer community. It said the people most affected by its decision are the developers who rely on OpenAI models in Cursor, and that it is ready to support them through the transition.