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Reported Earlier, 'Microsoft's Top AI Customers Include Adobe And Meta/ TikTok Is Still Microsoft's Top Azure OpenAI Customer, Though' - The Verge

Reported Earlier, 'Microsoft's Top AI Customers Include Adobe And Meta/ TikTok Is Still Microsoft's Top Azure OpenAI Customer, Though' - The Verge

据报道,'微软的顶尖人工智能客户包括adobe和Meta/ TikTok仍然是微软的顶尖Azure OpenAI客户,尽管' - The Verge
Benzinga ·  13:40

Microsoft has been turning its OpenAI deal into a big business. Earlier this year, much of its Azure OpenAI offering, which provides access to OpenAI's language models, was contingent on a single big spender: TikTok. But I've now seen a recent list of its top customers, and it's clear that Microsoft has managed to diversify the business with a selection of major clients spending more than $1 million per month on Azure OpenAI services.

微软一直在将其OpenAI交易转变为一项大企业。今年早些时候,其提供OpenAI语言模型访问权限的Azure OpenAI产品的大部分依赖于一个大支出者:抖音。但我现在已经看到了最近的顶级客户名单,很明显,微软已经设法实现了业务多元化,一些主要客户每月在Azure OpenAI服务上的支出超过100万美元。

The software giant has a running list of what it considers its top 10 customers for Azure OpenAI, and I'm told Adobe and Meta both spent more than $1 million on Microsoft's AI services in September alone to make the top 10 customer list. Both Adobe and Meta are primarily using Microsoft's provisioned output for access to OpenAI models, which provides dedicated model processing capacity rather than Microsoft's token-based offerings for text and image generation.

这家软件巨头列出了它认为其Azure OpenAI的前十大客户,有人告诉我,仅在9月,Adobe和Meta在微软的人工智能服务上就花费了超过100万美元,进入了前十名客户名单。Adobe和Meta都主要使用微软的预置输出来访问OpenAI模型,OpenAI模型提供专用的模型处理能力,而不是微软基于令牌的产品来生成文本和图像。

Meta and Adobe's use of Azure OpenAI still falls far behind TikTok owner ByteDance's, though. The Information reported earlier this year that TikTok was paying Microsoft almost $20 million per month to access OpenAI's models, making up 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 amount of customer spending on Microsoft's AI services and ByteDance spending less.

但是,Meta和Adobe对Azure OpenAI的使用仍然远远落后于抖音所有者字节跳动的使用。《信息报》今年早些时候报道说,抖音每月向微软支付近2000万美元以访问OpenAI的模型,占当时Azure OpenAI创造的收入的近四分之一。字节跳动在Azure OpenAI上的支出现在不到微软Azure OpenAI业务的15%,这在一定程度上要归因于客户在微软人工智能服务上的支出更加多样化,字节跳动的支出减少了。

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