What changed
$MSFT
- MICROSOFT CANCELS CLAUDE CODE PILOT AFTER BUDGET OVERRUN
Token-based billing consumed the entire annual AI budget in months. Flat seat licensing hid true costs. Developers redirected to GitHub Copilot. The pilot exposes the structural gap in enterprise AI pricing — Anthropic is raising at $900B while its marquee internal customer exits.
$MSFT -0.0%
Affected: $AMZN $GOOGL $ORCL $IBM $NVDA $AMD