Meta和微软正在显著收缩员工对Anthropic旗下Claude AI工具的使用规模,同时加大对自有编码助手产品的投入。1微软云及AI部门的月度AI支出限额从每位员工10万美元削减至约1万美元。1Meta的Claude Code用户数量则从今年早些时候的约6万人下降至约3万人。1
这一战略调整反映了两家科技巨头在管理AI成本和推进内部AI产品方面的优先级变化。微软之前预期每年在Anthropic技术上的内部支出将超过10亿美元,但该预测已减少超三分之一。1同时,Meta推进自有产品MetaCode(拥有超3万名内部用户)和Muse Code(拥有超6000名员工用户)的发展。1
Meta and Microsoft are significantly reducing their employees' use of Anthropic's Claude AI tools, shifting focus toward their own in-house coding assistants instead.1 Microsoft has slashed its internal monthly AI spending limit per employee from $100,000 to approximately $10,000, while Meta has halved its Claude Code user base from around 60,000 to 30,000 employees.1 These reductions reflect a strategic pivot by both technology giants to manage AI costs more tightly and prioritize their proprietary AI solutions.
The scale of the pullback underscores the companies' changing cost calculations. Microsoft had previously projected internal spending on Anthropic technology would exceed $1 billion annually, but that forecast has been reduced by more than one-third.1 Meta's commitment to Claude Code was substantial—the company invested over $105 million into the tool within a 28-day period—yet the company still opted to decrease its user base significantly.1 In contrast, Meta's own internal coding tools have gained traction: MetaCode now serves over 30,000 internal users, while Muse Code supports more than 6,000 employees.1
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