According to Cointelegraph, OpenAI has been actively pursuing acquisitions to bolster its AI capabilities. The company initially engaged in discussions with Anysphere, the creator of the Cursor AI coding assistant, in both 2024 and 2025. However, these negotiations did not result in a deal, prompting OpenAI to explore other opportunities. Currently, OpenAI is reportedly considering a $3 billion acquisition of WindSurf, which would mark its largest corporate purchase to date.
The pursuit of an AI coding assistant company aligns with OpenAI's strategic goals following the release of DeepSeek R1 in January 2025. This AI model has challenged existing beliefs about the necessity of massive computing power for scaling, as it was developed at a fraction of the cost of leading AI models while maintaining comparable performance. The introduction of DeepSeek R1 has had significant implications, unsettling financial markets and prompting questions about the substantial investments made by U.S. AI giants.
OpenAI is on track to significantly increase its revenue in 2025, with projections indicating a rise to approximately $12.7 billion, driven by paid subscriptions for its AI models. The company achieved a milestone of over 1 million premium business subscribers by September 2024. Despite these gains, OpenAI CEO Sam Altman has indicated that the company may not achieve profitability until 2029, citing the need for revenues of around $125 billion to offset its capital-intensive operations.
Altman has noted a dramatic reduction in AI development costs, stating that the cost to utilize a given level of AI decreases by about tenfold every year. Despite these advancements, OpenAI and other large-scale corporate AI developers face challenges from more agile open-source competitors. Dr. Ala Shaabana, co-founder of the OpenTensor Foundation, emphasized that the release of DeepSeek has reinforced the viability of open-source AI as a formidable alternative to centralized systems. Shaabana highlighted that the lower costs associated with open-source AI demonstrate that achieving high-performance benchmarks does not necessarily require billions of dollars in investment.