Meta pays Microsoft hundreds of millions a year to rent AI models

Meta is spending hundreds of millions of dollars a year buying access to AI models through Microsoft’s cloud.

The company runs trillions of tokens a week through Azure, Bloomberg reported, citing a person familiar with the matter who asked not to be identified. That makes Meta one of Microsoft’s largest AI customers.

Both companies declined to comment.

The number matters because of who is paying it. Meta builds its own frontier models, owns its own data centres, and is still buying model access from a rival at that scale.

TNW reported the first half of this in June

The desk covered the same franchise two months ago, with a different name in it.

ByteDance is Microsoft’s biggest AI customer, TNW reported in June, at a moment when Washington was treating Chinese AI as a strategic threat.

Bloomberg says ByteDance has generally remained the biggest spender on Foundry, Microsoft’s...

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