Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
- Microsoft: 65 events in the last 90 days
- Previous: earlier the same day · Melius Research upgrades Microsoft stock to Buy with a $665 price target
What happened
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.
Summary assembled by rule from the sources below