According to The Information, Microsoft has trimmed its internal Claude spending by more than a third from a peak of over $1 billion annualized earlier this year, cutting cloud-division token budgets from $100,000 per employee per month to about $10,000 and pushing staff toward GitHub Copilot. Meta's internal Claude Code users fell from roughly 60,000 to about 30,000 as it shifted to its own Muse Code and MetaCode tools. Both firms still pay Anthropic: Meta spent more than $105 million on Claude Code in a recent 28-day period, Microsoft still pays roughly $670 million a year, and customer-driven Claude usage inside Copilot keeps growing. Anthropic told investors its ARR rose about sevenfold, from $9 billion to $65 billion since January, while its filing cited two unnamed customers at about 25% of revenue — a figure one report says reflects 2025.