Meta and Microsoft are beginning to scale back their reliance on Anthropic's Claude, shifting attention toward their own proprietary artificial intelligence solutions. Reports indicate that Big Tech firms are looking closely at heavy expenditures, prompting a strategic move away from external tools toward internally developed software.
Meta has reportedly reduced its active Claude seats by half, dropping from roughly 60,000 users down to 30,000. At the same time, adoption of the company's internal MetaCode platform has surpassed the 30,000-user mark. A similar pattern is playing out at Microsoft, where leadership has urged staff to favor Microsoft Copilot and other homegrown utilities rather than accumulating massive external API bills.
Financial pressures appear to be a primary catalyst behind the pivot. Microsoft's internal spending on Claude was reportedly tracking toward at least $1 billion annually. By enforcing stricter token limits, monitoring, and spending caps, both tech giants are working to rein in operational costs.
The shifting enterprise landscape arrives at a complex juncture for Anthropic. Beyond losing ground with top-tier corporate clients, the AI startup recently faced a national security supply chain risk designation from the US Department of Defense. These simultaneous developments present substantial hurdles as the company eyes a potential public offering.
Big Tech Pulls Back From Anthropic as Meta and Microsoft Prioritize In-House AI
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