Microsoft’s cloud synthetic intelligence enterprise anticipated to attain annual income of $1 billion info, However the report identified that TikTok If it develops its personal giant language mannequin (LLM), it might not want these options so strongly.
Final yr, my colleague Alex Heath reported that TikTok mother or father firm ByteDance was “secretly utilizing” OpenAI’s know-how to create its personal LL.M.:
This apply is mostly thought of a pretend pas within the subject of synthetic intelligence. It additionally instantly violates OpenAI’s phrases of service, which state that its mannequin output can’t be used “to develop any synthetic intelligence fashions that compete with our services.” ByteDance purchases its OpenAI entry rights by way of Microsoft, which has the identical coverage.
Microsoft additionally signed a multi-billion greenback funding settlement to turn into OpenAI’s unique cloud supplier and spent “a whole lot of thousands and thousands of {dollars}” constructing a supercomputer to energy ChatGPT. Microsoft revealed in its fourth-quarter 2024 earnings report on Tuesday that Azure income grew 29%, barely decrease than the 30% to 31% forecast in its final earnings launch. Chief Monetary Officer Amy Hood mentioned Microsoft expects Azure income to develop by about 28% to 29% within the first quarter of 2025.