💡 Microsoft’s AI Business is Booming—and Diversifying

Earlier this year, Microsoft’s Azure OpenAI service relied heavily on TikTok as a top spender. Fast forward to today, and the landscape has changed dramatically.

The new power players?

Adobe and Meta, each spending over $1 million per month on Azure OpenAI in September. These companies are leveraging dedicated model processing capacity, showing how Microsoft’s provisioned output is reshaping enterprise AI usage.

But here’s the standout:

TikTok’s parent company ByteDance—once responsible for nearly 25% of Azure OpenAI’s revenue—now accounts for less than 15%. Microsoft’s customer base is becoming far more diversified, a move that strengthens its AI dominance.