Skip to content
Back to Guavy Wire
Stocks

Microsoft and Meta Scale Back Use of Anthropic’s Claude

Instruments
MSFT
Share

Microsoft and Meta, two of the largest corporate customers of Anthropic, are scaling back their use of the AI tool Claude. Microsoft has reduced its internal spending projections for Claude by roughly a third. Meanwhile, Meta has cut the number of employees using Claude by half.

Both companies are among Anthropic’s biggest buyers, making their pullback a notable challenge for the AI firm’s efforts to maintain its rapid growth. The move has drawn investor attention, with some seeking more details as the news broke.

The Information’s Jessica Lessin reported on the developments, highlighting the potential impact on Anthropic’s expansion plans. The reduced usage from key clients could signal shifting priorities or cost-cutting measures within the tech giants.

More on Stocks

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

© 2026 Guavy Inc