Meta Spends Hundreds of Millions a Year on AI Models Through Microsoft

Meta is spending hundreds of millions of dollars a year to consume trillions of AI tokens each week through Microsoft’s Azure cloud, even as it develops models and considers a competing service of its own. Microsoft says Foundry revenue more than doubled and Azure crossed $100 billion in annual sales, but neither company confirmed the terms. The relationship exposes an unusual dependency inside the AI buildout, and the unanswered question is how long it lasts.