Microsoft has begun canceling most direct Claude Code licenses, shifting engineers to GitHub Copilot CLI after rapid internal adoption drove unsustainable usage volumes, per reporting in The Verge. Uber similarly exhausted its full 2026 AI coding tools budget within four months, following internal leaderboards that incentivized higher tool consumption, according to The Information. These actions align with Bryan Catanzaro's Axios statement that compute costs for his Nvidia team already surpass employee salaries.