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A KPMG study reveals that only 26% of companies have full control over their AI spending, with many flying blind; examples include Uber exhausting its Claude Code budget and Teradata diverting salary budgets to AI.
Microsoft canceled internal Claude Code licenses due to untenable token-based costs; Uber burned through its 2026 AI budget in four months. This signals the end of the AI subsidy era as enterprise budgets clash with rising model prices.