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AI Inference Costs: The Wake-Up Call for 2026 and 2027

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#ai#budgets#enterprise#costs#Anthropic#GitHub Copilot#Salesforce#Uber#Goldman Sachs
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The landscape of AI spending is shifting significantly as companies face new variable pricing models. Anthropic has ended fixed enterprise pricing, leading to uncapped costs for heavy users, while GitHub Copilot is transitioning to a usage-based model. These changes may result in unexpected budget increases for organizations that do not monitor their AI usage closely during the transition period.

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Herlein
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19 May 2026, 00:00 ai / budgets / inference / anthropic / github-copilot / cto / enterprise / costs The era of fixed-fee AI spending just ended. If you’re a CTO or engineering leader and you haven’t noticed yet, you will very soon — probably around September 2026 when some budget alerts start firing. I’ve been watching this play out for a while now. Ed Zitron wrote a great (and entertainingly profane) newsletter piece this week called “AI Is Too Expensive” that lays out the macro picture — the hyperscaler capex insanity, the lab economics that don’t pencil out, all of it. I’m not going to rehash all of that here. What I am going to do is tell you what it means for your engineering budget right now.

Excerpt limited to ~120 words for fair-use compliance. The full article is at Herlein.

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