AI Coding Trade Showing Cracks? Claude Code, Codex Growth Suddenly Slows As Budgets May Be Running Dry, Researcher Says: 'It's Clear That Growth...'

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Artificial intelligence coding tools such as Anthropic's Claude Code and OpenAI Codex showed signs of slowing after surging earlier this year, with independent AI researcher Rihard Jarc citing infrastructure limitations and softer enterprise spending.

“It’s clear that growth for coding tools such as Claude Code has decelerated from the pace it was since the start of the year. It might be compute- constrain related or due to many clients blowing their full-year AI budgets,” Jarc said in a post on X Wednesday.

It's clear that growth for coding tools such as Claude Code has decelerated from the pace it was since the start of the year. It might be compute- constrain related or due to many clients blowing their full-year AI budgets. Monitoring this trend very closely with all the alt… pic.twitter.com/cufZ3PUXqr

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Daily installs of AI coding tools showed that Claude Code witnessed a massive acceleration from January through April, but the growth curve has recently flattened around 120,000 installs per day instead of continuing to climb sharply, according to data from Microsoft's Visual Studio Code marketplace.

OpenAI Codex also appears to be plateauing at about 60,000 after rapid gains.