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Rohan Paul· @rohanpaul_ai · X·· 7 天前AI 评分74
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Microsoft 将今年内部 Claude 支出预期从此前至少 $1B 下调逾 33%,Meta 的 Claude Code 用户也从约 60K 降至约 30K。Microsoft 正把 60K 人云与 AI 部门多数员工的月度 AI 预算从 $100K 降至约 $10K,Meta 员工则转向内部 MetaCode 和 Muse Code。The Information 还称,Microsoft 原本每年将为 Anthropic 模型支付至少 $2B,以支持生产力软件客户的 Copilot 功能,并已在 Copilot 中把部分自有模型换成 Claude。

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Microsoft has cut internal Claude spending by over a third, and Meta's Claude Code users have halved.

- per The Information

"Microsoft was on pace to spend at least $2 billion annually on Anthropic models to power its Copilot AI features for customers of its productivity software. It has similarly swapped out some of its own models for Claude in Copilot"

引用Rohan Paul@rohanpaul_ai
Meta and Microsoft are cutting employee use of Claude Earlier, Microsoft had projected at least $1B in internal Claude spending this year, then cut that figure by more than 33%. OpenAI's own data show the climb steepening late, with the median researcher consuming more than $600 worth of tokens per day i.e. around $1.8 mn per emplyee/per year. Those agents now log 3.1 agent-workdays for every human workday, using an eight-hour workday as the comparison. Microsoft is moving the other way, cutting most per-employee AI budgets in its 60K-person cloud and AI group from $100K to about $10K a month, roughly $333 a day. Meta's Claude Code users have likewise fallen from about 60K to about 30K, as staff shift to its in-house MetaCode and Muse Code tools.
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来源:Rohan Paul · x.com