Meta 每年在微软 AI 服务上花费数亿美元
Meta spends hundreds of millions on Microsoft's AI services
Meta 已成为微软最大 AI 客户之一，每年通过 Azure 访问 AI 模型花费数亿美元，每周消耗数万亿 token。Meta 工程师使用微软 Foundry 市场上的 OpenAI 模型等工具对自家模型进行基准测试，同时也在自建 API 服务，可能最终与 Foundry 形成竞争。
Meta has become one of Microsoft's biggest AI customers, according to Bloomberg. The company spends hundreds of millions of dollars a year accessing AI models through Microsoft's cloud service Azure. Meta burns through trillions of tokens on the platform every week.
Meta's engineers use OpenAI models available through Microsoft's Foundry marketplace, among other tools, to benchmark the performance of Meta's own models. At the same time, Meta is building its own API service that could end up competing with Foundry. It's a similar pattern to what happened with Bing. Meta once relied on Microsoft's search engine, then eventually replaced it with its own tech.
Most of Microsoft's biggest AI customers are other tech companies. ByteDance tops the list of Foundry customers, followed by Adobe, Perplexity, and Sierra. But roughly 70 percent of Microsoft's AI revenue comes from OpenAI alone, which mainly buys massive amounts of compute through Azure. Foundry accounts for only a slice of that business.
来源：The Decoder：AI News · the-decoder.com