Analysis for finance leaders navigating AI operating spend, portfolio risk, and board-level accountability.
GitHub announced this week that all Copilot plans will move to usage-based billing on June 1, 2026. Premium request units are out. Token consumption is in.
April 2026
Companies using credits bundled with Microsoft for Startups have found some unwelcome surprises on their credit card statements after deploying Anthropic's Claude via Azure AI Foundry.
AI forecast failure isn't a modelling problem. It's an attribution problem. Finance teams are forecasting from invoice totals instead of source-level consumption data, which means the forecast is always trailing spend by weeks.
Jensen Huang says a $500K engineer who doesn't consume $250K in AI tokens will alarm him. When token spend scales with headcount, it's no longer an infrastructure line — it's a finance problem.
March 2026
If your AI agent stack is volatile — if every vendor relationship is effectively a rolling one-year decision — then you have a serious token treasury problem that nobody is talking about yet.
AI-related costs are up 6x since 2024. Uber's story is a preview of what every enterprise finance team is about to face.
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