Microsoft has cut its monthly budget for Claude per employee in its cloud division. Along with Meta, the company is sharply reducing its use of Anthropic's models. Both are among Anthropic's largest corporate customers. The reason is that the partnership is turning into competition: Anthropic is now described not as an ally but as a rival. Other details and amounts are not disclosed in the report. It remains unclear how deeply the cutback will affect Anthropic's other customers. This is a signal for the enterprise AI market: two major customers are reducing their bet on Claude.
Source: the-decoder.com · post in Telegram