Microsoft and Meta cut internal Claude spending weeks before Anthropic's expected listing

Two of Anthropic's largest enterprise customers are reducing how much their own engineers use Claude. The Information reported on October 5 that Microsoft lowered its internal spending projection for Claude by more than a third. Meta's count of Claude Code users fell to about 30,000 from roughly 60,000 earlier this year. Meta's in-house tools, MetaCode and Muse Code, now report more than 30,000 and more than 6,000 internal users respectively.

The Telegram channel AI Post and follow-up coverage add that Microsoft divisions now manage fixed token budgets. In most cases, those reports say, the monthly usage cap per individual fell from $100,000 to about $10,000, and Copilot routes requests to cheaper models by default. These details rest on secondhand reporting, and neither company has confirmed them. The cuts apply to internal use. They do not change customer access to Claude through Microsoft products, and neither company has dropped Anthropic.

The timing matters because Anthropic is close to a listing. The company filed its S-1 confidentially on June 1, and its last disclosed private valuation was $965 billion in the May Series H round. Forecasters expect a listing in late October. The commonly cited $2 trillion figure reflects investor expectations, and Anthropic has not set it as a target. Some coverage says Microsoft and Meta together supply about a quarter of Anthropic's revenue. That figure also comes from secondhand reporting and has not appeared in any company filing.

The cost argument works in both directions. Anthropic says its newest models are cheaper to run. Claude Opus 5.5 performs at the level of Claude Fable 5.1 on most work and costs 40% less to run than Opus 5, according to the company. Claude Sonnet 5.5 runs 30% faster and costs up to 30% less for most work than Sonnet 5. Both claims come from vendor announcements and have not been independently reproduced. Meta, meanwhile, sells its own models: the Muse Spark API launched at $1.25 per million input tokens and $4.25 per million output tokens, well below Anthropic's flagship output pricing. Microsoft's position is mixed. It committed up to $5 billion to Anthropic in November 2025, and Anthropic committed to buy $30 billion of Azure capacity. Microsoft is also directing its own developers toward GitHub Copilot and OpenAI models.