It sort of implies the $10B is going to be paid with compute credits. So this could very well be xAI simply compensating Cursor by giving them $10 billion worth of tokens. (What’s a token worth in dollars these days?)
It's exactly what Nvidia is doing with everyone these days. They invest in a company with money that is earmarked to buy Nvidia GPUs. Nvidia's books show lots of investments and lots of sales - win win! Of course, it's just buying it's own products.
