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Ramp data: enterprise AI spending growth stalled in late summer, pressuring model makers' revenue outlook

1 report1 sourceupdated 2 hours ago

What happened

AI digest

TechCrunch reported on November 6 that Ramp data shows enterprise AI usage keeps rising while spending growth nearly stalled in late summer. Token spending rose 42% month over month in July, then grew just 1.5% combined in August and September. Spending rebounded 8.9% from September 23 to October 23. The stall pressures revenue expectations at model companies such as Anthropic, which is preparing an IPO.

Written by AI from the coverage · updated 2 hours ago

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Nov 6
  1. TechCrunch · AI
    Ramp data shows AI spending stalling just as Anthropic nears its IPO

    Ramp 数据显示,企业 AI 使用量持续增加,但夏末支出增长近乎停滞,给正筹备 IPO 的 Anthropic 等模型公司的收入预期带来压力。token 支出在 8 月和 9 月合计仅增长 1.5%,相比之下,7 月环比增长 42%;9 月 23 日至 10 月 23 日支出回升 8.9%。

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