Latest / Cloud Wars Live with Bob Evans
Meta + Microsoft & How the AI Race is Changing
In today's Cloud Wars Minute, I examine why Meta is buying massive amounts of AI capacity from Microsoft despite building its own AI infrastructure.
Highlights
00:10 — Meta has become one of Microsoft's largest AI customers, spending hundreds of millions of dollars annually through Azure and consuming trillions of tokens per week. It's a massive figure.
00:24 — But to me, the real story here is about how AI is utterly transforming relationships in the tech world. Even though Meta is building its own AI infrastructure, it's still buying massive amounts of outside AI capacity through Azure, and…
The skinny
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