Quick Answer
- The Information reports that Microsoft has cut its projected internal spending on Anthropic’s Claude by more than a third, from about $1 billion a year.
- Meta has cut internal Claude Code users from about 60,000 to about 30,000.
- Both companies are pushing staff toward their own AI tools: GitHub Copilot CLI at Microsoft, MetaCode and Muse Code at Meta.
- Reasons given in coverage: cost and control of data.
- Neither company’s own statement was quoted in the coverage we checked. This is a media report, not an announcement.
What did Microsoft and Meta do?
According to a report from The Information, two of the biggest tech companies are reducing how much their employees use Claude, the AI model from Anthropic.
Microsoft lowered its expected yearly Claude spending by more than a third. Coverage puts the earlier figure at about $1 billion. Staff are being pointed to Microsoft-owned tools, including GitHub Copilot CLI.
Meta has about half as many internal Claude Code users as before, down from roughly 60,000 to roughly 30,000. Meta has its own coding tools, named in reports as MetaCode, which has more than 30,000 users, and Muse Code.
Why are they doing this?
Reports point to two reasons.
- Cost. AI coding tools are billed by usage, and bills grow fast when tens of thousands of people use them. One report says Meta spent over $105 million on Claude Code in a single 28-day period. That figure comes from one outlet only, so treat it with care.
- Control. Using your own tool keeps your code and usage patterns inside your company. One report says the move also limits what Anthropic can see about how Meta’s engineers work.
Cost limits are becoming common. We covered a similar case in JPMorgan’s Claude spending cap.
Does this mean Microsoft and Meta are leaving Anthropic?
No. The report is about internal staff use, not about dropping Anthropic completely. One outlet notes Microsoft’s commercial partnership with Anthropic continues. Meta also moved its consumer Muse assistant to its own models after launch, as reported. You can read about it in our Meta Muse AI assistant guide.
What does it mean for Anthropic?
This is a loss of internal usage at two large customers, but coverage also says Anthropic’s revenue is still growing and its enterprise customer base is expanding. Anthropic is reported to be preparing for an IPO, which is why this story drew attention from investors. Anthropic has also been launching cheaper models, such as Claude Sonnet 5.5, which matters if cost is the main complaint.
What does it mean for developers and companies?
- AI coding bills can grow quickly, so set budgets and usage caps early.
- Big companies prefer their own tools when they have them.
- Choosing one model for everything is risky. Many teams now mix tools.
FAQ
Did Microsoft stop using Claude?
No. The report says Microsoft cut projected spending by more than a third and is shifting staff to its own tools. It did not say Claude use ended.
How many Claude Code users does Meta have now?
About 30,000, down from about 60,000, per the report.
What are MetaCode and Muse Code?
Meta’s own internal AI coding tools, named in coverage of the story.
Why are the companies cutting Claude use?
Reports cite cost and keeping data and usage inside their own systems.
Is this confirmed by Microsoft or Meta?
Not in the sources we checked. It is based on a report from The Information.
Is Anthropic in trouble?
Coverage says its revenue and enterprise customer base are still growing, though the story landed as it prepares for an IPO.
