Woofun AI reports that enterprise AI adoption is transitioning from unrestricted 'token maximization' to structured budget management. SemiAnalysis data indicates that while companies like Meta previously encouraged heavy usage—with employees consuming over 60 trillion tokens in 30 days—organizations are now implementing monthly spend limits ranging from $250 to $2,000 per person.

SemiAnalysis notes that despite these controls, the risk of substantial API budget cuts for providers like OpenAI and Anthropic is low. High-consumption customers, who drive most revenue, show no intent to reduce spending significantly. The firm estimates that coding scenarios account for over 70% of current recurring revenue, suggesting that demand remains robust as enterprises move from experimental usage to formal cost governance.