Meta and Microsoft Scale Back Internal Use of Anthropic's Claude
Yahoo Finance ·
According to a recent report, major technology firms Meta Platforms and Microsoft are actively curtailing their internal reliance on Anthropic's Claude AI technology as both enterprises redirect personnel toward proprietary artificial intelligence solutions. Earlier this year, Microsoft projected an internal expenditure of at least $1 billion on Anthropic systems, but that financial forecast has since been trimmed by over a third as executives move to control operating expenses. Notably, this adjustment impacts solely internal processes, while enterprise client consumption of Anthropic models via Microsoft platforms maintains stable expansion. Concurrently, Meta is undergoing a comparable internal transition. Utilization of the Claude Code assistant among Meta staff declined from roughly 60,000 earlier this year to about 30,000 employees. This contraction stems partly from spring workforce reductions affecting ten percent of personnel, alongside an aggressive strategic push to scale in-house AI infrastructure. Tools like MetaCode have already surpassed 30,000 internal users, while external testing for Muse Code has attracted over 6,000 internal testers, largely displacing external dependencies.
AI 시장 분석
Meta and Microsoft are drastically reducing their internal usage of Anthropic's Claude to cut operating costs and strengthen their proprietary AI ecosystems. Microsoft has slashed its related internal spending budget by more than a third, while Meta has seen its internal coding assistant users plummet from 60,000 to around 30,000. This indicates that big tech companies are lowering their reliance on external AI models and shifting toward self-developed solutions.
상승 영향
- AI — Meta and Microsoft are actively adopting their in-house developed AI tools such as Muse Spark and MetaCode, accelerating the expansion of their proprietary AI ecosystems, which highlights their technological capabilities and cost efficiency.
하락 영향
- Software — As big tech companies cut internal usage of the external AI solution Claude by more than a third and switch to proprietary alternatives, revenue growth pressure on B2B AI service companies is intensifying.
DYAX 전담 분석
This action is an inevitable result of big tech companies internalizing their proprietary AI infrastructure while reducing their reliance on high-cost external AI solutions. Microsoft has cut its budget by a third, and Meta is boosting operational efficiency by replacing it with in-house developed tools like MetaCode and Muse Code.
While the commercialization success of proprietary AI tools and internal cost-cutting effects could positively impact stock prices, intensifying competition with external AI companies and changes in partnerships remain key monitoring indicators. Close attention must be paid to the adoption rates of internal AI and trends in margin improvements for related companies.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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