Among Microsoft's main artificial intelligence clients are Adobe and Meta.
Microsoft has a wide variety of customers using Azure OpenAI.
Microsoft has been transforming its partnership with OpenAI into a significant business. In the early months of the year, much of its Azure OpenAI offering, which allows access to OpenAI’s language models, depended on a single large customer: TikTok. However, a recent list of its top customers has revealed that Microsoft has managed to diversify its business with a variety of major clients spending over a million dollars per month on Azure OpenAI services.
The software giant keeps track of what it considers its top ten customers for Azure OpenAI. According to the information received, Adobe and Meta spent over a million dollars on Microsoft’s artificial intelligence services just in September, allowing them to make it onto this list. Both Adobe and Meta utilize the capacity provisioned by Microsoft to access OpenAI's models, offering them dedicated processing power, in contrast to Microsoft’s token-based offerings for text and image generation.
It is noteworthy that Meta and Adobe’s use of Azure OpenAI is still significantly behind the spending of TikTok's owner, ByteDance. Earlier this year, it was reported that TikTok was paying Microsoft nearly 20 million dollars per month for access to OpenAI’s models, accounting for almost a quarter of the revenue generated by Azure OpenAI at that time. However, ByteDance's spending on Azure OpenAI has decreased and now represents less than 15 percent of Microsoft’s Azure OpenAI business, partly due to the diversification in spending from other clients on the company's artificial intelligence services.