Microsoft has reportedly begun cancelling the majority of its direct Claude Code licences and redirecting its engineering workforce towards GitHub Copilot CLI instead. The reason: its more popular internally than it’s own AI tools and costs them a lot more.
Uber’s chief technology officer, Praveen Neppalli Naga, told The Information in April that the company had exhausted its entire 2026 AI coding tools budget within just 4 months. He admits it’s getting harder to justify the money spent on AI tokenmaxxing.
“For my team, the cost of compute is far beyond the costs of the employees,” admitted Bryan Catanzaro, Vice President of applied deep learning at NVIDIA.
Is the AI bubble finally gonna burst? Who can never be sure.
