For the last two years, the slogan has been echoing in the tech industry…’AI will soon replace software engineers and the expenses of companies will be halved.’ This promise sent the stock market skyrocketing, companies made massive layoffs and spent crores of rupees on AI infra. But, when these tools were put to work, the invoices that emerged shocked the big companies. Microsoft suffered the biggest blow. The company has invested Rs 48 thousand crore in Anthropic. Invested and gave access to ‘Cloud Code’ to 1 lakh of its engineers. It was expected that productivity would increase, but the compulsion to pay on every word made costs uncontrolled. Due to this, all licenses were canceled by June and engineers had to shift to Microsoft’s in-house tools. Uber gave Claude Code to its 5,000 engineers in December 2025. 84% of developers started using it and 70% of the code started coming from AI. The result was that engineers started making personal bills of Rs 47 thousand to Rs 1.9 lakh every month. A CTO even made Rs 1.1 lakh in a two-hour demo. Spent it. By April itself, Uber had exhausted its entire AI budget for 2026. Nvidia also admitted that the cost of computing for its team has exceeded its employees’ salaries. In fact, simple AI is almost free, but the price of top-tier AI used for serious coding continues to rise. OpenAI launched a new model at double the price, while Anthropic changed the way it counted text, causing the bill to increase. Bezos said – This is not a crisis. Rejecting the fear of ‘AI bubble’, Amazon founder Jeff Bezos said that this is not a crisis, but ‘the biggest opportunity that comes once in a century’. At the same time, SoftBank chief Masayoshi Son is worth Rs 9.5 lakh crore. Launching a new AI fund ‘Project Ija Nagi’. He argues that Artificial General Intelligence will become 10 times smarter than the human brain in a few years. Big Tech’s huge investment in AI…Anthropic’s rule: Microsoft, Google, Meta and Amazon will spend a record Rs 69 lakh crore on AI infra this year. Are spending. According to Gartner, global AI spending is Rs 240 lakh crore. Will be done. Microsoft’s AI business is at a run rate (estimated profit) of Rs 3.53 lakh crore, while Google’s cloud backlog is Rs 43.93 lakh crore. Has crossed. Anthropic completed two funding rounds of Rs 2.86 lakh crore this year, taking the valuation to Rs 86 lakh crore. Reliance Group will invest ₹10 lakh crore on India’s AI infrastructure in 7 years. One call and the AI law collapsed US President Trump was about to sign a government order under which the government would have the right to investigate the security of a powerful AI model for 90 days before its launch. For this, tech giants (Altman, Pichai, Nadella) had reached Washington. But at the last minute, David Sachs, a former Trump adviser and partner in 449 AI companies, called the president and argued that regulations would slow AI development and allow China to take over. Musk-Zuckerberg also put the same pressure. As a result, Trump canceled the order. The shocking thing is that the law was voluntary, yet the tech giants reversed months of national security policy in just 12 hours.
Source link
