Microsoft’s top AI customers include Adobe and Meta
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Microsoft’s top AI customers include Adobe and Meta

Microsoft has turned its OpenAI business into a big business. Earlier this year, much of its Azure OpenAI offering, which provides access to OpenAI’s language models, relied on a single big spender: TikTok. But I’ve now seen a new list of its top customers, and it’s clear that Microsoft has managed to diversify the business with a selection of large customers that spend more than $1 million per month on Azure OpenAI services.

The software giant has a running list of what it considers to be its top 10 customers for Azure OpenAI, and I’ve learned that Adobe and Meta both spent more than $1 million on Microsoft’s AI services in September alone to land in the top 10. customer list. Both Adobe and Meta primarily use Microsoft’s provided outputs to access OpenAI models, which provide dedicated model processing capabilities rather than Microsoft’s token-based offerings for text and image generation.

Meta and Adobe’s use of Azure OpenAI still lag far behind TikTok owner ByteDance’s. The information reported earlier this year that TikTok was paying Microsoft nearly $20 million per month to access OpenAI’s models, which was nearly a quarter of the revenue generated by Azure OpenAI at the time. ByteDance’s spending on Azure OpenAI is now less than 15 percent of Microsoft’s Azure OpenAI business, thanks in part to a more diverse range of customer spending on Microsoft’s AI services and ByteDance spending less.