Microsoft has reduced its projected annual spending on Anthropic technology by one-third. The company previously expected to spend $1 billion this year on tools including Claude Code, Claude models in Copilot, and Claude Mythos. Microsoft now encourages its staff to utilize the internal GitHub Copilot coding tool, though engineers retain the option to select other models.
Meta has halved the number of employees using Anthropic’s Claude Code, dropping from 60 000 to 30 000 users. The company is shifting its workforce toward internal alternatives, specifically Muse Code and MetaCode. Previously, Meta had projected multi-billion dollar expenditures on AI tools for the current year, with Claude Code serving as the primary solution.
Broader industry data highlights challenges in managing AI budgets. A study cited by The Wall Street Journal indicates that only 11% of nearly 400 surveyed businesses can accurately forecast AI costs. The Ramp AI Index from August 12 shows that the top 1% of US companies spent a median of $7 400 per employee on AI in July, compared to $11.95 for the median firm.
Despite the shift in internal strategies at major tech firms, Anthropic maintains a significant market presence. As of July, 43.5% of US businesses were paying for Anthropic subscriptions or tokens, securing the company the largest share of corporate AI spending according to the index.
