Ramp AI Index显示美国企业AI用量上升但支出下降
Businesses are using more AI and paying less for it, Ramp AI Index shows
最新Ramp AI Index显示，美国企业AI支出在下降，但用量自7月支出见顶以来上升约50%，并在9月底达到纪录高位。Ramp经济学家Ara Kharazian称，降幅几乎完全来自OpenAI与Anthropic的竞争，对应顶级模型降价以及更便宜、效率更高的standard和lite模型。
US companies are spending less on AI, according to the latest Ramp AI Index from Ramp economist Ara Kharazian. He points to price cuts on top models and to cheaper, more efficient standard and lite models. Kharazian says the drop comes almost entirely from competition between OpenAI and Anthropic. Usage has climbed about 50 percent since spending peaked in July and hit a record high at the end of September.
Open-source models still make up less than five percent of business spending, Kharazian says. In the last week of September covered by the data, Anthropic took 51 percent of token spending and OpenAI took 44.5 percent.
The Ramp AI Index tracks transaction data from more than 70,000 US companies, and its token data comes from a subsample. According to Kharazian, the analysis only covers API spending and skews toward large AI customers. This isn't the first decline, but it has lasted unusually long. Spending peaked in July.
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来源：The Decoder · the-decoder.com