Industry & Policy

Meta and Microsoft sharply cut Claude spending as Anthropic becomes competitor

Original titleMeta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor

Outlet: The Decoder
Published: Oct 6, 2026
Importance: 3/5

Summary

Meta and Microsoft, two of Anthropic's largest enterprise customers, are cutting Claude usage significantly. Microsoft reduced its monthly per-employee cloud budget from $100,000 to $10,000, while Meta halved its Claude Code users to 30,000, both shifting to their own AI tools instead.

Original excerpt

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. The article Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor appeared first on The Decoder.

#anthropic#meta#claude#microsoft

Read the original

See all →

Jun 9

OpenAI files confidentially for IPO, following Anthropic

OpenAI submitted a confidential Form S-1 filing with the SEC, following Anthropic's IPO filing from the previous week. The confidential filing means certain details such as executive compensation and business risks remain nonpublic.

TechCrunch

Jul 7

Samsung Electronics reports Q2 operating profit of KRW 89.4 trillion, up 1810% year-over-year

Samsung Electronics recorded a second-quarter operating profit of KRW 89.4 trillion, marking its third consecutive record quarter. The result represents a 1,810% increase from the same period last year, with revenue reaching KRW 171 trillion, up 129.3% annually. AI semiconductor demand drove the exceptional growth.

AI Times

Oct 6

Google limits free Gemini access starting October 9th

Starting October 9th, free Google Gemini users will be limited to the Flash Lite model. Access to the standard Flash model requires a $4.99 monthly Google AI Plus subscription, which will also stop including Gemini Pro. Top-tier Gemini Pro and Deep Think reasoning will be restricted to Google AI Pro or Ultra subscribers.

The Verge AI +1 more

Oct 7

DeepSeek nearly doubles pre-IPO funding to up to $15 billion

DeepSeek raised its pre-IPO funding target from $7.4 billion to between $12 billion and $15 billion as investor interest surged. CATL and Tencent Holdings are the lead investors.