Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor

Meta and Microsoft have significantly reduced their enterprise usage of Claude, with Microsoft cutting its monthly cloud division budget by 90 percent and Meta halving its internal user count. This shift follows Anthropic’s evolution from a collaborative partner into a direct competitor for these tech giants in the AI market. As both companies prioritize their own proprietary models, the move highlights the cooling relationship between Anthropic and its primary enterprise clients.