Rohan Paul· @rohanpaul_ai · X·· 2026-06-27AI 评分74
AI 导读
OpenRouter 上美国模型 token 使用份额在一年内从约 70% 降至约 30%。UBS 调查显示，60% 关注 AI 预算的公司正转向更便宜模型和开源中国模型，主因是极端账单：用户月花费高达 3.5 万美元、团队超配额 200%、公司从 5 个内部 AI 工具削减至 2 个。企业采用模型路由策略，将简单任务交给低成本模型，保留高级模型用于复杂推理、代码和长上下文任务。中国开源模型 Qwen、DeepSeek、MiniMax、GLM、Kimi 因可本地运行或通过云目录使用，契合企业成本曲线。
正文 · 原文
"the share of tokens used for US models on OpenRouter has collapsed" Bloomberg
On OpenRouter, US model token share fell from around 70% to around 30% in a year.
A clean warning signal.
open-weight Chinese models are becoming capable enough for routine work, cheaper to run, easier to customize, and less dependent on permission from a frontier lab.
UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models The pressure is coming from extreme bills, including users spending up to $35K/month, teams exceeding quotas by 200%, and companies cutting internal AI tools from 5 to 2. Companies are not abandoning AI, they are using model routing, which sends easy tasks to cheaper models and saves premium models for hard reasoning, code, and long-context work. Chinese open-source models such as Qwen, DeepSeek, MiniMax, GLM, and Kimi now fit the enterprise cost curve because they can be run locally or used through cloud catalogs. --- news .futunn.com/en/post/75068082/ubs-group-finds-60-have-already-started-curbing-ai-spending?level=2&data_ticket=1780870170397383在 X 查看被引用的帖子
来源：Rohan Paul · x.com