According to BeInCrypto’s May 24 report, Microsoft began canceling most internal Claude Code licenses in mid-May, and access permissions for its experience and device departments will end on June 30. Uber CTO Praveen Neppalli Naga confirmed at the same time that the company had already exhausted its annual AI budget by April.
Specific figures for Microsoft and Uber
Microsoft’s decision to cancel Claude Code licenses came amid the same-period release of an AI workplace report claiming an 80% productivity lift, and this contradiction suggests that cost growth has exceeded the level of acceptable benefits. When Uber exhausted its budget in April, about 70% of submitted code came from AI tools, showing the engineering team’s high reliance on Claude Code. However, the financial pressure caused by this reliance ultimately depleted the budget within four months during the year.
Industry cost data: Mavvrik survey and FinOps trends confirm
Mavvrik’s 2025 industry survey shows: 85% of enterprises see their AI cost forecasts deviate from reality by more than 10%, and 84% say AI spending has led to a drop in gross margin of more than 6 percentage points. The number of FinOps (financial operations managing AI spend) teams increased from 31% to 63% within a year, effectively doubling. Large tech companies’ AI capex is expected to reach $650 billion in the first quarter of 2026. Companies are currently stacking quotas, internal leaderboards, and cheaper routing models onto their AI deployments by the end of 2025 to control continuously rising spending.
Anthropic’s business outlook: expected first profit in Q2
Despite cost pressure facing enterprise customers, Anthropic expects Q2 revenue to reach $10.9 billion, and the company says this will be its first time reaching profitability. Microsoft and Uber’s cuts reflect cost management actions on the enterprise side, rather than a decline in overall demand for Anthropic’s services.
FAQ
Why did Microsoft cancel Claude Code licenses instead of reducing usage?
According to a report by The Verge, Microsoft canceled the licenses because token-based billing makes large-scale deployment costs difficult to manage. Microsoft also released an AI workplace report showing an 80% productivity lift at the same time, but the cost increase went beyond an acceptable level. Microsoft did not disclose the specific spending figures for its Claude Code.
Where exactly did Uber use its AI budget?
Uber’s AI spending is mainly focused on deploying Claude Code to about 5,000 engineers, with monthly costs per engineer ranging from $500 to $2,000 (source: Forbes). As of April, about 70% of submitted code came from AI tools, indicating deep integration of Claude Code into Uber’s engineering workflow.
What is the survey about 85% of enterprises missing AI cost forecasts?
The data source is Mavvrik’s 2025 industry survey. The same survey also shows that 84% of enterprises say AI spending caused a drop in gross margin of more than 6 percentage points. The number of FinOps teams managing AI spending increased from 31% to 63% within a year, reflecting a significant increase in companies’ attention to financial control over AI spending.
