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Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分45
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Ramp 上 AI 支出排名前 1% 的企业,把超过三分之一的 AI 预算花在了原始 GPU 算力上。 Ramp 将 LLM 订阅、编程智能体订阅、API token 计为 LLM 支出, 而 GPU 算力则涵盖为硬件容量本身付费(即重度用户租用 GPU 来训练、微调或托管自己的模型,而不只是调用 API。)

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Ramp’s top 1% of AI spenders send more than a third of their AI budgets to raw GPU compute.

Ramp counts LLM subscriptions, coding agent subscriptions, API tokens as LLM spend r

while GPU compute covers paying for the hardware capacity itself (i.e. heavy users rent GPUs to train, tune or host their own models, not just call APIs.)

引用Ara Kharazian@arakharazian
Interpret this how you will, but more than a third of AI spend by the top 1% of firms is already going to compute
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来源:Rohan Paul · x.com