Rohan Paul@rohanpaul_ai · X"UBS报告称，60%关注AI预算的企业正转向更便宜的模型和中国开源模型。用户月花费高达$35K，团队超配额200%，公司内部AI工具从5个削减至2个。企业采用模型路由策略，将简单任务分配给低成本模型，将复杂推理、编码和长上下文任务保留给高端模型。中国开源模型如Qwen、DeepSeek、MiniMax、GLM、Kimi因可本地部署或通过云目录使用，符合企业成本曲线。"
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