"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.
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