OpenAI reportedly viewed Cursor as one of its largest customers at the start of 2026, according to a Techmeme summary of reporting by Maxwell Zeff at Wired. The report says Cursor was a top-five OpenAI customer at that point. It also says OpenAI estimated in the spring that its Cursor partnership would bring in more than $1 billion in annualized revenue for OpenAI. Those are the only concrete figures in the provided material. The report is sourced to unnamed sources, and there is no company confirmation or second independent report in the cluster. For now, the story is best read as a reported snapshot of OpenAI’s customer concentration and revenue expectations around one major partner, not as a confirmed disclosure from OpenAI or Cursor. Who benefits: The report points most directly to OpenAI, which was said to have projected more than $1 billion in annualized revenue from the Cursor relationship. Cursor’s own economics are not detailed in the provided summary. Who's exposed: The provided material does not establish operational or financial exposure beyond the reported scale of the relationship. Any conclusion about dependency or margins would require more reporting.