Microsoft cuts Claude spending by more than 33%
Microsoft has reduced its internal spending on Anthropic's Claude by more than 33% from a peak of over $1 billion on an annualized basis. Customer spending on Claude through Microsoft's Copilot tools is rising and roughly offsets the internal cut.
- Microsoft's internal Claude spending fell over 33% from its peak
- Peak annualized spending exceeded $1 billion
- Microsoft customers are increasing their own Claude usage in Copilot
- Payments to Anthropic for customer traffic nearly offset the cut
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