Story perspectives
US Firms Slash AI Budgets, Prompt OpenAI, Anthropic IPOs
6/27/2026
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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.
