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US Firms Slash AI Budgets, Prompt OpenAI, Anthropic IPOs

6/27/2026

27 5 Full Breakdown

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Story summary
  • Enterprises in the United States are cutting AI budgets, pressuring OpenAI and Anthropic.
  • OpenAI’s run rate rose to $25 billion this year from $13.1 billion in 2025, with Anthropic’s hitting $47 billion in May up from $10 billion.
  • Both firms filed confidential IPO paperwork in early June 2026.
  • Microsoft and Google now offer lower-cost models, prompting CFOs to pause AI spending for 12-18 months and leading Lindy to switch from Claude to DeepSeek, saving millions.