Meta has become one of Microsoft's largest AI customers, spending hundreds of millions of dollars yearly to access AI models via Azure. The company processes trillions of tokens weekly on the platform, using OpenAI models from Microsoft's Foundry marketplace to evaluate its own models. Meta is also developing an internal API service that could rival Foundry, following a similar trajectory to its shift from Microsoft's search engine to its own technology.
Microsoft's AI revenue is heavily reliant on OpenAI, which contributes about 70% of the company's income from AI services. OpenAI primarily uses Azure for compute power, while Foundry represents a smaller portion of the business. Other major Foundry customers include ByteDance, Adobe, Perplexity, and Sierra, though these account for only a fraction of Microsoft's AI revenue.
According to Bloomberg, Meta's extensive use of Microsoft's cloud services highlights the growing interdependence between tech giants in the AI sector. The company's investment underscores the critical role of cloud infrastructure in deploying large-scale AI models. Source: thedecoder
