Mastodawn

Microsoft is canceling most Claude Code licenses for developers and steering staff to GitHub Copilot CLI after internal AI coding costs surged. 💸
Uber exhausted its 2026 AI coding budget in four months as rising token use exposed compute costs that can exceed employee pay. ⚙️

🔗 https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/

#TechNews #Microsoft #Anthropic #Claude #ClaudeCode #GitHub #GitHubCopilot #AI #ArtificialIntelligence #Copilot #LLM #Privacy #FOSS #Cloud #Developers #Automation #Compute #Enterprise #Uber

Microsoft reports are exposing AI’s real cost problem: Using the tech is more expensive than paying human employees

Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.

Fortune

Amy Serrat 1d ago

☠️ WHO BENEFITS ... ... when opensource is crippled or discredited? #news #ai #compute #opensource #opinion #errtling #unpleasant_things #hackers #malware #linux #attack bsky.app/profile/wire...

RE: https://bsky.app/profile/did:plc:inz4fkbbp7ms3ixufw6xuvdi/post/3mmjosnhc4v2o

knoppix 2d ago

Microsoft is reportedly ending most Claude Code licenses after AI coding costs surged, shifting staff to GitHub Copilot CLI 💸
Uber exhausted its 2026 AI coding budget in four months, showing token-heavy AI workflows can outpace labor savings and raise compute dependence 🔓

🔗 https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/

#TechNews #Microsoft #ClaudeCode #GitHubCopilot #Anthropic #AI #GenAI #LLM #OpenSource #Privacy #Cloud #Compute #Automation #Developers #BigTech #ArtificialIntelligence #Claude #GitHub #Coding #Uber

Microsoft reports are exposing AI’s real cost problem: Using the tech is more expensive than paying human employees

Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.

Fortune

Timothy R. Butler 3d ago

#xAI is flexing its #compute… while everyone scrambles to have enough to run their models, they sign deals with #Anthropic and #cursor while giving #X Premium subscribers more access via #OpenClaw and #opencode… it’s the under appreciated AI player. https://x.ai/news/grok-opencode

Use Grok in OpenCode

Use your SuperGrok or X Premium subscription inside OpenCode.

xAI

sayzard 3d ago

X Freeze (@XFreeze)

AI 연산 수요를 현재의 지상 전력망만으로는 감당할 수 없으니, 장기적으로는 우주 기반 AI 인프라가 사실상 유일한 확장 경로라는 주장입니다. 태양 에너지를 극히 일부만 활용해도 현재 인류 전력 사용량을 크게 상회할 수 있다는 점을 들어, 향후 AI 스케일링의 물리적 한계를 제기합니다.

https://x.com/XFreeze/status/2057545210926612651

#aiinfrastructure #energy #compute #space #scaling

X Freeze (@XFreeze) on X

“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses Global electricity demand for AI simply cannot be met with terrestrial

X (formerly Twitter)

sayzard 5d ago

OpenAI (@OpenAI)

OpenAI가 고객의 OpenAI 컴퓨트 자원을 장기적으로 보장할 수 있는 새 상품인 Guaranteed Capacity를 소개했습니다. 장기 수요가 큰 기업 고객이 안정적으로 스케일링할 수 있도록 인프라·파트너십·용량 계획을 기반으로 제공되는 점이 핵심입니다.

https://x.com/OpenAI/status/2056823271774101907

#openai #capacity #infrastructure #compute #enterprise

OpenAI (@OpenAI) on X

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity

X (formerly Twitter)

sayzard 5d ago

Sam Altman (@sama)

현재 할당된 이 프로그램 물량이 소진되면 종료되지만, 향후 다시 제공할 계획이며 ChatGPT와 Codex 등 핵심 제품 운영에 필요한 용량은 충분히 남겨둘 것이라고 밝혔다. 동시에 가능한 한 빠르게 더 많은 컴퓨트를 확보하는 것이 목표라고 강조했다.

https://x.com/sama/status/2056834734915977382

#compute #capacity #chatgpt #codex #aiinfrastructure

Sam Altman (@sama) on X

we will offer this until we sell out of our current allocation for this program. (we will make sure to leave enough capacity for ChatGPT, Codex, etc.) we plan to offer it again in the future; our intention remains to build as much compute as fast as we can.

X (formerly Twitter)

sayzard 5d ago

Sam Altman (@sama)

고객들이 용량(capacity)에 대한 확실성을 점점 더 요구하고 있으며, 모델 성능이 향상될수록 당분간은 전 세계적으로 컴퓨팅 용량이 부족해질 것으로 본다고 언급했다. 이에 따라 1~3년 장기 약정 고객에게 할인 토큰을 제공해 수요 예측과 공급 계획을 동시에 개선하려는 전략을 내놨다.

https://x.com/sama/status/2056827105401614656

#capacity #compute #tokens #inference #aiinfrastructure

Sam Altman (@sama) on X

customers are increasingly asking us for certainty on capacity. as models get better, we expect that the world will be capacity-constrained for some time. we are offering discounted tokens for 1-3 year commits. (it also helps us plan, so hopefully a big win-win.)

X (formerly Twitter)

sayzard 5d ago

Show HN: Gpubook – An order book for GPU compute

Gpubook은 GPU 컴퓨팅 자원을 거래하는 최초의 실제 주문서 기반 거래소를 구축 중이다. 기존 GPU 렌탈 서비스가 단순 목록 나열에 그친 반면, gpubook은 신뢰도 등급과 실시간 수요·공급에 따른 가격 발견을 통해 GPU 시간 단위를 표준화된 계약으로 거래한다. 이를 통해 개인부터 대규모 데이터센터까지 공정한 가격과 품질 경쟁이 가능하며, 트레이더는 수요 예측에 따른 투자가 가능하다. 결제는 USDC로 즉시 이루어지고, 신뢰도 기반 시장 메커니즘으로 품질을 보장한다. GPU 컴퓨팅이 주요 상품 시장으로 성장하는 가운데, 실제 물리적 GPU 전달이 가능한 최초의 거래소라는 점에서 AI 인프라 운영과 GPU 자원 관리에 큰 변화를 예고한다.

https://gpubook.io

#gpu #marketplace #compute #exchange #infrastructure

gpubook — trade GPU compute like a commodity

An exchange with real order books, bond-rated providers, and tradeable daily contracts. Buy, sell, or speculate on GPU compute.

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Simon Späti 🏔️5d ago

The orchestrator touches across all layers. With its open-source approach, with: →the integrated #datacatalog that lists/surfaces all →#explicitly define assets →resources for integrating #compute as well as #storage →integrating best practices →general #automations →#governed data platform