Firms tighten AI budgets, pressuring OpenAI and Anthropic

Uber burned through its entire 2026 AI budget in four months and now caps employees at $1,500 per month per AI coding tool. Amazon, Walmart, Cisco, Meta and others are limiting access, setting spending caps or shifting work to cheaper models. Customers aren't abandoning AI but are blending price tiers and demanding proof of value, pressuring OpenAI and Anthropic.

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