# 开源权重模型或侵蚀 AI 实验室收入但持续推高云需求

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-11 14:56
- AIHOT 分数：58
- AIHOT 链接：https://aihot.news/items/cmtwmcf4s03wsrow7akkhrrm9
- 原文链接：https://x.com/rohanpaul_ai/status/2098304617901920762

## AI 摘要

作者引述 FT 报道和 OpenRouter 数据称，专有模型在路由查询中的份额数月内从约 60% 降至 25%，AT&T 将越来越多 AI 工作迁往更便宜的开源模型，节省成本最高达 80%。

## 正文

Open-weight models may undermine AI lab revenue while continuing to feed cloud demand.

OpenRouter’s data suggests proprietary models’ share of routed queries fell from roughly 60% to 25% within months. Its routing system directs each request to the lowest-cost model expected to produce an adequate answer, letting open models gain usage without customers selecting them manually.

e.g. AT&T is moving a rapidly growing share of its AI work from proprietary models to cheaper open models, and reports cost savings of up to 80%.

If other large companies follow, OpenAI and Anthropic could lose much of the routine enterprise usage they currently charge for.

FT published a piece

### 引用推文

> Rohan Paul：Mark Zuckerberg: Most businesses will not own frontier AI in the way Meta or OpenAI does. But many will end up with something that feels like their own AI: a cu...