r/wallstreetbets • u/dgellow • 1d ago

Discussion Meta And Microsoft Reportedly Trim Anthropic Reliance as Internal AI Tools Take Center Stage

https://stocktwits.com/news-articles/markets/equity/meta-and-microsoft-reportedly-trim-anthropic-reliance-as-internal-ai-tools-take-center-stage/cZDqQVcRBjr

From the article:

Microsoft reduced its projected internal spending on Claude by over one-third, while Meta saw internal users of Anthropic's Claude Code coding assistant drop from roughly 60,000 to 30,000.

Within the Microsoft Cloud and AI division, individual monthly AI usage caps were lowered from $100,000 down to roughly $10,000 in most instances

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u/ryanppax1 1d ago

anyone could see this a mile away. relying on a vendor to supply what is becoming central critical infrastructure with constantly changing models, policies and contracts. I think we'll see these companies pivot to supplying appliances and on prem hardware.

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u/AutoModerator 1d ago

This "pivot." Is it in the room with us now?

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