Ramp data: enterprises are using more and more AI, but spending barely rose in August and September; Anthropic's expected IPO valuation has fallen to $1.2-1.3 trillion...
Ramp data shows enterprise AI token usage rose about 65% from early August to mid-October while spending grew just 1.5%, because AI got cheaper: OpenAI halved GPT-6 API prices in September and Anthropic's new models cut task costs, pushing the blended per-token price down 27% within a month. That pressures Anthropic's IPO: investors have cut its expected valuation from $2 trillion in early October to $1.2-1.3 trillion, even though third-quarter revenue rose 47% quarter-on-quarter to $16.96 billion. It shows that even as usage soars, a price war is squeezing AI vendors' revenue growth, and the IPO pricing will test whether investors still pay up for growth.
SOURCES
- 宝玉 (Baoyu)2026-11-06 18:33
- TechCrunch AI2026-11-06 15:54