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科技巨头降低Claude依赖 微软砍预算、Meta用户减半

2026-10-06 13:38:10 网络 阅读(1)

Meta平(META-US) 与微软(MSFT-US) 正设法减少员工对 Anthropic 旗下 Claude 的依赖,透过削减预算、推广自研工具,降低内部用量。微软的 Claude 内部支出预算已削减逾三分之一,Meta 的 Claude Code 使用人数则降至约 3 万人,较今年稍早减少近半,为 Anthropic 营收前景带来压力。

科技巨头降低Claude依赖 微软砍预算、Meta用户减半

据《The Information》10 月 5 日报导,两家公司正压缩 Claude 的内部使用,鼓励员工改用各自开发的 AI 工具。不过,两家公司均强调,外部客户透过企业平台使用 Claude 的需求仍在成长,与内部用量下降的走势有所不同。

微软削减预算 鼓励改用自家工具

微软调整 Claude 使用政策,主要考量是控制营运成本。报导引述知情人士指出,微软早在今年 5 月便开始降低对 Claude Code 的依赖,希望减少员工的 token 消耗,并推广内部模型。

微软先前预估,内部使用 Claude AI 的年度支出至少达 10 亿美元。随着公司要求员工减少使用 Claude 以节省成本,并将更多时间投入微软自研 AI 工具,这项预算已削减超过三分之一。

目前调整集中在内部营运,微软透过企业平台向外部客户提供的 Anthropic 模型服务,需求仍维持稳定成长。

Meta 使用人数减半 自研工具接棒

Meta 内部使用 Claude Code 的员工人数,已从今年稍早的约 6 万人降至约 3 万人。人员缩减是原因之一:Meta 今年春季对约 7.8 万名员工中的约一成实施裁员,压低了工具的使用人数。

但报导指出,更主要的推力来自 Meta 自研 AI 工具逐步成熟。公司已推出两款程式设计助理,其中 MetaCode 专供内部使用,目前用户超过 3 万人;Muse Code 则于 8 月开始向外部客户开放测试,内部用户已逾 6,000 人。

Muse Code 采用 Meta 自研模型,属于 Muse Spark 系列模型产品线,被视为 Claude Code 的直接竞争对手。尽管 Claude Code 使用人数大幅下降,Meta 最近 28 天在该工具上的支出仍超过 1.05 亿美元。

Anthropic 上市前 客户集中风险浮现

两家科技巨头同步减少内部用量,让 Anthropic 的客户集中风险受到关注。Anthropic 近期提交的首次公开发行(IPO)招股书显示,两大客户合计贡献约 25% 的营收,但未公布客户名称。

市场推测,Meta 与微软可能是这两大客户,或至少占其中一家,但身分尚未获得确认。随着大型客户压缩内部支出、自研替代工具逐步扩大使用,Anthropic 在 IPO 关键时期面临营收压力。

目前企业端的外部部署需求仍在成长,能否抵销内部用量下降的影响,仍是投资人关注的不确定因素。

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