Meta and Microsoft are trying to reduce employees’ reliance on Anthropic’s Claude, according to a report from The Information. The shift is notable because both companies are major Anthropic customers, even as each develops and promotes its own AI tools internally.
Amir Efrati, executive editor of The Information, described the companies as “two of Anthropic’s biggest customers” that are making progress in cutting their Claude bills.
Microsoft trims a projected $1 billion budget
Microsoft had projected spending at least $1 billion on Anthropic technology this year, according to a summary of The Information’s reporting. The company has since cut that estimate by more than one-third.
The figures concern Microsoft’s internal use of Claude. They do not establish a broader decline in demand for Anthropic’s models.
Meta’s Claude Code use reportedly halves
At Meta, the number of employees using Claude Code fell to about 30,000 from roughly 60,000 earlier in the year, according to posts citing the report.
The Information’s report says Meta has been pushing its own internal AI tools as Claude Code use declined. The available reporting does not establish that every employee who stopped using Claude switched to a Meta-built tool, so the changes should not be treated as a one-for-one migration.
A pullback, not a clean break
Neither company is described as abandoning Anthropic. The narrower development is that two important customers are cutting some internal Claude usage and spending while building more of their own AI capacity.
The report underscores a complicated relationship: large technology companies can be Anthropic customers while also building tools that compete for their employees’ attention.
