AIThe Registerabout 2 hours ago
Salesforce Claude spend dents margin guidance
3 min read
Salesforce kept full-year operating margin guidance at 20.1 percent because of heavy spending on Anthropic's Claude tokens, deputy CFO Mike Spencer told the Deutsche Bank Technology Conference. The CRM giant is now entering "refinement mode," choosing cheaper models for specific tasks across vendors like OpenAI, Cursor, and Grok.
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