AT&T (T) is using open source models to curb Anthropic bills, The Information reports, citing the VP

Large enterprises substituting open source models for a single proprietary vendor follows a familiar pattern in enterprise technology adoption: an early dependence on one supplier gives way to multi-vendor and in-house tooling once usage scales and the invoice becomes visible. For the corporate in question this is a cost discipline story rather than a revenue one; telecom operators have long histories of managing vendor concentration, and disclosures of this kind tend to surface around budgeting cycles rather than as standalone catalysts. The more consequential read runs through the model provider side, where churn of this type bears on the durability of enterprise API revenue assumptions that underpin the private AI complex, a channel that has mattered for listed proxies and credit exposure to that ecosystem. Single-source reporting attributed to a named executive is a moderate-grade signal; the follow-ons are confirmation or denial, any quantification of the spend shift, and whether comparable large customers make similar disclosures, since isolated anecdotes have historically generalized only when they cluster.