Meta 和 Microsoft 削減 Claude 開支，因 Anthropic 成為競爭對手
meta 和 microsoft 大幅削減 claude ai 工具的內部使用，理由是節省成本和競爭加劇。這影響了 anthropic 的增長和收入。
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.