Meta and Microsoft cut Claude spending as Anthropic turns competitive

meta and microsoft, major enterprise customers of anthropic's claude ai tools, have significantly reduced their internal use. microsoft's annual claude spending was projected at over $1 billion but was cut by more than a third. the company's monthly per-employee budget in the cloud division dropped from $100,000 to about $10,000. at meta, claude code users decreased from roughly 60,000 to 30,000. meta spent over $105 million on claude code in a 28-day period. these cuts are driven by cost savings and rising competition, as meta and microsoft promote their own ai tools and restrict anthropic's access to their training data.