Meta and Microsoft are significantly reducing their reliance on Anthropic’s Claude AI as both tech giants prioritize the development of their own artificial intelligence tools. According to The Decoder, Microsoft has dramatically cut its monthly per-employee budget for Claude in its cloud division from $100,000 to just $10,000.
Meanwhile, Meta has halved the number of users for its Claude Code platform, reducing it to 30,000 users, The Decoder reported. This shift highlights a strategic move by both companies to consolidate AI efforts in-house rather than depending on third-party solutions.
For Japanese markets, this development underscores the growing trend of major global tech firms investing heavily in proprietary AI, which could influence competitive dynamics in AI-related equities and cloud service providers within the region.