Microsoft and Meta are turning Claude adoption into a procurement contest

Microsoft has reportedly reduced its projected internal spending on Anthropic’s technology by more than a third, after earlier expecting to spend at least $1bn this year. Meta’s internal Claude Code user count has fallen from roughly 60,000 to 30,000. The Information’s findings, detailed by Investing.com, describe both companies steering employees toward their own tools.

The distinction between internal consumption and customer demand matters. Microsoft’s reduction concerns its own operations; the account says customer spending on Anthropic models through Microsoft’s enterprise platforms continues to grow. This is not evidence of a company-wide collapse in Claude demand.

At Meta, layoffs contributed to the decline, but the reporting identifies substitution as the main driver. Its internal MetaCode tool has passed 30,000 users, while Muse Code has more than 6,000 internally.

Analysis: Anthropic’s customers can also be its distributors and competitors. Winning engineers’ enthusiasm does not guarantee durable revenue when their employer controls budgets, defaults and alternative products. Conversely, moving employees to an in-house tool does not establish that the replacement is more productive. That requires comparing completed work, reliability and total cost, rather than counting seats.