支付公司Ramp对7万家企业的调查显示,8月份企业对AI工具的采用步伐明显减速1。该月56%的Ramp客户支付AI产品费用,环比增长仅为0.4%1。其中最引人关注的是排名前1%的大型企业,人均AI支出下降近10%至7,205美元1。
这一数据下滑的背后存在多个因素1。平均token成本大幅下降至0.68美元/百万token,相比2026年3月的峰值1.15美元/百万token已有明显回落1。Ramp经济学家Ara Kharazian指出:"OpenAI和Anthropic之间的竞争使AI更易获得,也降低了公司成本"1。此外,假期因素以及企业倾向选择更便宜的旧版模型也对支出造成压力1。
虽然这种下降可能只是暑期休假导致的短期波动,但也折射出AI市场增速放缓的隐忧1。仅6.4%的AI支出企业使用模型服务或推理平台1,这表明企业AI应用的广度和深度仍有较大增长空间。
Payment platform Ramp released survey data on approximately 70,000 businesses revealing a slowdown in enterprise adoption of AI tools during August 1. Fifty-six percent of Ramp's customers paid for AI products that month, representing a month-over-month increase of only 0.4 percent 1. The findings suggest a potential loss of momentum in the AI market, though the decline may partly reflect seasonal factors.
The most striking trend emerged among top-tier companies, where per-employee AI spending fell nearly 10 percent to $7,205 1. According to Ramp economist Ara Kharazian, competition between OpenAI and Anthropic has made AI more accessible while lowering costs for companies 1. Average token costs dropped to $0.68 per million tokens, down from a peak of $1.15 per million tokens 1. This cost reduction appears to be driving some enterprises toward cheaper legacy models rather than premium offerings. Additionally, only 6.4 percent of companies spending on AI have adopted model serving or inference platforms 1.
While the August pullback may be attributable to summer vacations and holiday schedules, it raises questions about whether market growth is genuinely decelerating. For context, a U.S. Census Bureau survey found that only 22 percent of American businesses report using AI 1, indicating that broader enterprise adoption remains limited despite recent AI advances.
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