Microsoft 365 Business Premium grant is being discontinued

For our organisation, yes there are the 10 premium licences, but also the 2000 E1 licences.  We've completed a back of the envelop calculation and we are at $125k pa.  Seeking urgent advice froma licence expert to address. To pull back to alternative solution is a challenge and MS know that the NFPs are kind of locked in.  
Is this because they over committed on their AI and now clawing back cash where they can?