Sources: ByteDance has been Microsoft's biggest AI customer in recent years, largely using OpenAI models, and is on track to spend $1B+ a year on Azure services (Bloomberg)

<a href="https://www.bloomberg.com/news/articles/2026-06-17/microsoft-s-china-ai-business-grows-on-openai-model-sales"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260618/i2.jpg" vspace="4" /></a> <p><a href="https://www.techmeme.com/260618/p2#a260618p2" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="https://www.bloomberg.com/">Bloomberg</a>:<br /> <span style="font-size: 1.3em;"><b><a href="https://www.bloomberg.com/news/articles/2026-06-17/microsoft-s-china-ai-business-grows-on-openai-model-sales">Sources: ByteDance has been Microsoft's biggest AI customer in recent years, largely using OpenAI models, and is on track to spend $1B+ a year on Azure services</a></b></span>&nbsp; &mdash;&nbsp; Microsoft Corp. has built a big business selling AI models to Chinese companies despite the growing rivalry between the US and China over artificial intelligence.</p>