Meta与微软大幅削减Claude用量，转向自研AI工具
Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
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导读
Meta和微软作为Anthropic最大的企业客户之一，正在大幅削减Claude的使用。微软将其云部门的每员工月度预算从10万美元砍到1万美元，Meta则将Claude Code用户数减半至3万，两家公司都在转向推广自己的AI工具。
推荐理由
两家头部企业客户同时收缩Claude用量并转向自研工具，反映大模型供应商对大客户的依赖正变成结构性风险。
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正文
Meta and Microsoft, two of Anthropic's biggest enterprise customers, are sharply cutting internal use of Claude. At Microsoft, Claude spending had been projected at over $1 billion annually, according to The Information . But executives Scott Guthrie and Jay Parikh told employees to use in-house tools like GitHub Copilot and OpenAI's models instead. Spending was cut by more than a third, with the monthly per-employee budget in the cloud division dropping from $100,000 to about $10,000.
At Meta, Claude Code users fell from roughly 60,000 to 30,000, partly due to layoffs and partly because Meta is pushing its own tools like Muse Code and MetaCode. In one 28-day stretch, Meta spent over $105 million on Claude Code alone. Meta had already introduced AI cost-cutting measures in June .
Cost savings are one likely driver, but not the only one. Meta has little reason to keep feeding Anthropic when it wants to sell competing products and reportedly also wanted to restrict Anthropic's access to its training data . The irony of Meta worrying about someone else using its data is hard to miss. Anthropic has also grown extremely fast and is becoming a headache for incumbents. Even Microsoft has reason to worry, since tools like Claude Cowork and ChatGPT Work are increasingly turning into Office alternatives .