Meta and Microsoft are scaling back their utilization of Anthropic’s Claude, according to recent reporting by The Decoder. Microsoft has reportedly decreased its cloud division’s monthly employee budget for Claude from $100,000 down to $10,000. Meanwhile, Meta has reduced its active users of Claude Code from 60,000 to 30,000. Both major technology companies are actively redirecting their efforts toward promoting their own proprietary artificial intelligence offerings.
Shifting Enterprise Dynamics
The reduction in adoption highlights a growing friction as companies that previously collaborated closely begin to compete directly in the enterprise artificial intelligence market. Anthropic’s heavy reliance on a small number of massive corporate clients poses a distinct commercial risk as these firms pivot toward internal alternatives. The Decoder noted that this evolution shifts Anthropic from a supportive ecosystem partner into a direct market rival for Meta and Microsoft.
Unanswered Questions
The reported figures do not specify the exact timeline over which these budget cuts and user reductions occurred. Furthermore, the announcement did not specify whether other enterprise divisions within Microsoft and Meta are experiencing similar rollbacks, or if the reductions are strictly limited to the cloud and coding units mentioned. Future developments will depend on whether other major corporate clients follow suit.
Observers will be monitoring whether Anthropic can diversify its enterprise customer base to offset the decline in spending from two of its largest supporters.
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