8月企业AI支出增速放缓 头部客户人均消费降近10%
企业AI开销增速在8月明显放缓，顶尖客户人均支出下滑，模型降价未能立即换来用量补偿，需求前景生疑。
支付公司 Ramp 对 7 万家企业的数据显示，8 月有 56% 的客户为 AI 产品付费，环比仅增 0.4%。增速放缓可能源于休假季，也可能预示需求见顶。OpenAI、Anthropic 降价后，头部 1% 企业的 AI 人均支出下降近 10% 至 7205 美元，但降价尚未换来足够的用量增长。
正文摘录
The adoption of AI tools by businesses slowed in August, according to spending data at 70,000 companies collected by the payments company Ramp. [The latest survey](https://ramp.com/data/ai-indexadoptionoverall) shows 56% of Ramp customers paid for AI products in August, rising just 0.4% from the month before. This isn’t the first time Ramp’s metrics have shown adoption slowing down. Last year, the company’s AI index showed little to no growth in adoption between August and October, only to have growth pick up again as the year finished. Still, the extreme pace of the AI buildout means even small slowdowns can be cause for concern. The gobsmacking investment in AI infrastructure by frontier labs and hyperscalers rests on the hope that there is [plenty of revenue](https://techcrunch.com/2026…