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Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分54
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据 The Information 报道,Microsoft 将内部 Claude 支出削减超过三分之一,Meta 的 Claude Code 用户从约 6 万降至约 3 万。Microsoft 原计划今年在 Anthropic 模型上至少支出 10 亿美元,并将大部分云与 AI 部门员工的人均 AI 预算从每月 10 万美元降至约 1 万美元;两家公司都在把内部 AI 使用转向自家模型和工具。

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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