United States · Business news · AI & Tech · 05 Oct 2026
US Information Technology Communication Services
AI: Enterprise software · AI agents · Models and labs · Anthropic · Microsoft · Meta — more AI news
According to a report by The Information, relayed by Investing.com, Microsoft had been on course to spend at least $1 billion this year on its employees' use of Anthropic's Claude and has since reduced that by more than a third, with managers steering staff to Microsoft's own AI tools. At Meta, the number of employees using Claude Code fell from about 60,000 to roughly 30,000, partly because of spring layoffs, while its internal MetaCode tool passed 30,000 users. Neither company nor Anthropic is quoted; the figures come from unnamed sources.
Two of Anthropic's largest customers are trimming a bill that ran at roughly $1 billion a year at Microsoft alone, a sign that big buyers of coding assistants are pushing back on cost and building substitutes. The report separates this from resale: spending by Microsoft's customers on Anthropic models through its enterprise platforms is still growing. For Anthropic, which is preparing a stock market listing, concentration among a few very large accounts is the exposure; for Microsoft and Meta, the saving is small against their AI capital budgets.
Reported by Investing.com via Yahoo Finance — “Meta and Microsoft scale back internal use of Anthropic's Claude, report says” ↗ on 05 Oct 2026.
Official series on 05 Oct 2026 or the last day before it, and the latest observation.
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