Hello, I am from a company whose IT leadership that saw this silliness 3 months ago.

Yes, all developer-focused AI subscriptions have been cancelled, and only AI features tacked onto existing subscriptions are part of the AI strategy (eg: Jira+AI, Confluence+AI, Analytics suite du jour+AI, Microsoft Copilot Pro (SHUDDER), etc etc etc.)

Yes, it is virtually impossible to get any additional spending approved.

Yes, there is no more Claude, there is no more Codex, it is all gone now. The AI hype occurs only in company-wide emails about commitment to modernization (with AI), reorganization (with AI), and consolidation (with AI), where no actual strategy is proposed other than what the management consultants advise (with a caveat that there is no budget for anything other than AI features that are tacked onto existing subscriptions at no additional cost.)