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Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor

Summary by The Decoder
Meta and Microsoft, two of Anthropic's biggest enterprise customers, are sharply cutting their use of Claude. Microsoft slashed the monthly per-employee budget in its cloud division from $100,000 to $10,000, while Meta halved its Claude Code users to 30,000. Both companies are pushing their own AI tools instead. For Anthropic, that reliance on a few major clients is turning into a strategic risk. The article Meta and Microsoft pull back from Cla…
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Meta and Microsoft are reducing Claude’s internal use while driving OpenAI’s own and alternative tools. The cuts match a more complex relationship: Anthropic expands its product offerings, some of which can compete with its business customers’ tools.

Meta and Microsoft, two of the largest corporate clients in Anthropic, are significantly reducing their Claude usage. Microsoft reduced the monthly per capita budget in the cloud from $100,000 to $10,000, metahalved the number of Claude code users to 30,000. Both are increasingly relying on their own AI tools. For Anthropic, dependency on large customers becomes a strategic risk. The article Meta and Microsoft drastically reduce Claude usage and…

·Germany
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the-decoder.de broke the news in Germany on Monday, October 5, 2026.
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