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@rohanpaul_ai· @rohanpaul_ai · X·· 2026-08-30AI 评分52
AI 导读

Ramp AI Index 数据显示,企业 AI API 支出中 Anthropic 约占 60% 以上,OpenAI 约占 35%。编码正成为两家公司竞争最激烈的领域。OpenAI 2025 年调整后毛利率降至 33%,Anthropic 2025 年约为 40%,预计 2026 年约 44%。

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Business AI API spending market share, per Ramp.

OpenAI at 35% of API spend, while Anthropic takes roughly 60%+

Coding is becoming the most intense battleground for both companies.

OpenAI’s adjusted gross margin fell to 33% in 2025, while Anthropic expected roughly 40% for 2025 and is projected around 44% in 2026,

来源:@rohanpaul_ai · x.com