Meta 和 Microsoft 大幅削减 Claude 使用量，Anthropic 大客户依赖成风险
Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
微软砍预算90%，Meta 用户砍半，两大金主转推自家模型，Anthropic 的客户结构问题挺值得看看。
Microsoft 将云部门员工每月 Claude 预算从 10 万美元砍到 1 万美元。Meta 把 Claude Code 用户数减半至 3 万人。两家公司都在推广自研 AI 工具替代 Claude。Anthropic 过度依赖少数大客户的商业模式面临战略风险。
Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
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 .
