Pentagon Blacklists Anthropic as Supply Chain Risk and Drops Claude, as Meta and Microsoft Slash Spending Ahead of $2 Trillion IPO Bid

The Pentagon has blacklisted Anthropic as a supply chain risk and dropped Claude, while Meta cut its Claude Code seats from 60,000 to about 30,000 and Microsoft slashed its projected 2026 spend on Anthropic tools by more than a third — all as Anthropic pursues a $2 trillion IPO, potentially the week of Nov. 9, despite losing $42 billion in 2025.

• The Pentagon has officially ceased using Anthropic's Claude, telling the BBC it stopped after designating the company a supply chain risk and blacklisting it earlier this year, following a February announcement that it would end Claude use by August.
• Meta has cut its Claude Code seats from 60,000 to roughly 30,000 after a spring workforce reduction of about 8,000 employees and a push toward internal tools, while Microsoft slashed its projected 2026 spend on Anthropic tools — estimated at over $1 billion — by more than a third.
• Anthropic is targeting an IPO before the end of 2026, possibly the week of Nov. 9, at a $2 trillion valuation, despite losing $42 billion in 2025 and planning to spend $518 billion on cloud and computing infrastructure in coming years.