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Apple Cuts Per‑Developer AI Budgets, Moves Teams to Cheaper Models

New CEO John Ternus has ordered tighter daily token limits to rein in rising R&D and operating costs after fiscal 2026 spending jumped.

Overview

  • Bloomberg reporting confirmed that Apple reduced the per‑developer daily token spending cap from $300 to $200 in October.
  • Some engineering groups already operate with about $100 per‑day limits and the company is reportedly considering cuts to as low as $25 for certain teams.
  • Employees who need higher token allowances must justify their work and obtain explicit manager approval before exceeding limits.
  • Apple cites a roughly 32% rise in fiscal 2026 R&D and a 22% increase in operating expenses to $75.5 billion as the main reason for the tighter controls.
  • The policy pushes teams to route tasks to cheaper or self‑hosted models and to use providers such as Anthropic, OpenAI, and Google, and it echoes a wider industry shift to curb costly token consumption.