Source: Meta is spending hundreds of millions per year on Azure to consume trillions of AI tokens weekly, becoming one of Microsoft's largest AI customers (Brody Ford/Bloomberg)

Meta is spending hundreds of millions of dollars each year on Microsoft Azure to process trillions of AI tokens weekly, positioning it as one of Microsoft’s largest AI customers. Waymo has built a custom ASIC to enhance robotaxi reflexes, Slack launched Slack Code channels for AI-assisted coding collaboration, and Stripe acquired OpenRouter to support a token-driven AI model marketplace.