Meta, One of Microsoft's Largest AI Clients via Azure
Le brief IA que les pros lisent chaque soir
Les 7 actus IA du jour, décryptées en 5 min. Gratuit.
Inclus dès l'inscription : notre sélection des meilleurs guides & comparatifs IA.
Choisis ton rythme
Gratuit · Pas de spam · Désabonnement en 1 clic
About 70% of Microsoft's AI revenue comes from OpenAI, while Foundry accounts for only a small share, with ByteDance leading its clients. In this context, Meta has become one of the largest buyers of AI on Azure, spending hundreds of millions of dollars each year and consuming trillions of tokens every week. Meta's engineers use OpenAI's models via Foundry to evaluate their own models and are developing an API that could compete with Microsoft's offering, having already replaced Bing with an in-house technology.
OpenAI, the main driver of Microsoft's AI revenue
About 70% of Microsoft's AI revenue comes from OpenAI, which primarily purchases significant computing power via Azure. Foundry represents only a small portion of this business. Most of Microsoft's largest AI clients are other tech companies. ByteDance tops the list of Foundry clients, followed by Adobe, Perplexity, and Sierra.
Meta, a major AI client on Azure
Each year, Meta invests several hundred million dollars to utilize the AI models offered on Microsoft's Azure cloud. The company uses several trillion tokens on this platform each week. It ranks among Microsoft's largest AI clients.
Meta evaluates its models with Foundry and prepares an API
Meta's engineers use OpenAI's models available on Foundry to assess the performance of their own models. At the same time, Meta is developing an API service that could eventually compete with Foundry. There is a precedent: Meta relied on Bing before replacing it with its own technology.
Brief IA — L'actualité IA en français
L'essentiel de l'actualité de l'intelligence artificielle, décrypté et expliqué chaque jour.