OpenAI may soon expand its footprint in the AI coding tools space. According to a Bloomberg report, the company is in advanced talks to acquire Windsurf, the creator of a popular AI coding assistant, in a deal valued at around $3 billion.
Why It Matters:
If finalized, the acquisition would position OpenAI in direct competition with other AI coding assistant providers — including Cursor by Anysphere, a company that OpenAI’s own Startup Fund has invested in.
A Conflict of Interest?
This move could stir up controversy. A person familiar with Cursor’s cap table said the potential acquisition might undermine the credibility of the OpenAI Startup Fund, considering that Cursor is one of its biggest bets. There’s no confirmation yet on whether OpenAI approached Cursor about a similar deal.
More Signals
Windsurf users recently received an email about locking in $10/month pricing, tied to an upcoming announcement — adding fuel to the acquisition rumors.
Industry watchers are already speculating on how this acquisition could reshape the AI-powered developer tools landscape.
What’s Next:
News of the deal is expected later this week. If confirmed, it would be a bold step for OpenAI — possibly signaling a shift toward full-stack control of the AI developer ecosystem, from foundational models to end-user applications.