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AI帐单惹焦虑 OpenAI、Meta、马斯克开始拚Token性价比

2026-09-21 09:46:12 网络 阅读(58)

过去一周,三家重量级人工智慧(AI)开发商相继推出新模型。它们都宣称具备更强大的能力,但眼前最大的卖点或许不是性能提升,而是执行相同工作的成本更低。

AI帐单惹焦虑 OpenAI、Meta、马斯克开始拚Token性价比

OpenAI 表示,旗下最新、也是最先进的 GPT-5.6 采用全新设计,可在使用大幅减少 Token(AI 模型处理资料的基本单位)的情况下完成更多工作,让企业客户能以更高的成本效益使用 AI。

马斯克旗下 SpaceXAI 推出的 Grok 4.5 则宣称,其 Token 使用效率是同级竞品的两倍。另一方面,Meta Platforms 执行长祖克柏接受《彭博》访问时表示,Muse Spark 1.1 将采取「极具吸引力」的定价策略。

这股强调成本效益的风气,反映出企业客户正严格审视 AI 支出。今年稍早,企业曾鼓励员工尽可能使用 AI 以提升竞争力,这种作法被戏称为「Token 狂热」(tokenmaxxing)。

然而近几个月来,在面对因 Anthropic PBC 等业者转向「以量计价」模式而导致的惊人帐单后,不少公司开始缩紧预算。

巴黎 AI 新创公司 H Company 执行长 Gautier Cloix 指出,他与多位企业主管交流时发现,许多公司的 AI 帐单已不堪负荷。其中一位执行长更向他展示发票,显示单月 AI 模型使用费用高达数百万美元。

DA Davidson 科技研究主管 Gil Luria 表示:「企业在 AI 上的支出远超以往,随着成本逐渐失控,他们开始重新审视效率问题。」

在此情况下,顶尖 AI 开发商必须设法提升现有及潜在客户的使用价值,同时又不能为了削价竞争而牺牲获利能力,否则将难以回收投入晶片与资料中心的数千亿美元资本支出。

拥有庞大广告业务支撑的 Meta,则准备采取更积极的价格策略。祖克柏表示,部分 AI 实验室的定价过高、利润率也非常高,Meta 相信,有能力以更低的价格提供最尖端、最高阶的 AI 能力。

相较之下,OpenAI 的降价空间或许较有限,但同样认为必须在成本上保持竞争力。OpenAI 执行长奥特曼接受 CNBC 访问时表示,如今所有企业都在关注 AI 支出,以及每一笔投入究竟能换来多少价值,这正是 OpenAI 希望解决的问题。

这番说法与一年前形成鲜明对比。当时 OpenAI 高层曾公开讨论,未来可能将顶级 AI 模型的月费提高至数千美元,以反映其对企业所创造的价值。

如今,除了推出效率更高的新模型外,OpenAI 也持续协助企业控管 AI 成本。上个月,ChatGPT 推出 Credit 使用分析功能,并更新支出管理工具,协助企业追踪与控制 AI 预算。

Luria 指出,随着企业成本意识擡头,市场正积极「寻求替代方案」。目前选择多元,例如中国科技公司 DeepSeek 已推出众多更平价的开源 AI 模型。尽管这些服务在效能上仍落后美国业者的顶尖技术,但已足以应付许多日常业务需求。

部分用户转向模型路由服务(Model Routing Services),透过在数百种模型间无缝切换来确保价格最优,例如 OpenRouter 便于 5 月获得超过 1 亿美元融资以因应庞大需求。透过强调成本效益,AI 开发商亦能向 Anthropic 施压,后者目前被视为市场领先者。

根据标竿服务机构 Artificial Analysis 的数据,Anthropic 的 Opus 与 Fable 模型在单次任务的成本排名中名列前茅。

马斯克推广 Grok 4.5 时更直接剑指 Anthropic,他在社群媒体上写道:「这是 Opus 等级的模型,但速度更快、Token 使用效率更高且成本更低。」

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    "content": "<p>过去一周,三家重量级人工智慧(AI)开发商相继推出新模型。它们都宣称具备更强大的能力,但眼前最大的卖点或许不是性能提升,而是执行相同工作的成本更低。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6531550/l/2adbb6208630a4bd29a6c14fc8a39819.jpg\" alt=\"AI帐单惹焦虑 OpenAI、Meta、马斯克开始拚Token性价比\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>OpenAI 表示,旗下最新、也是最先进的 GPT-5.6 采用全新设计,可在使用大幅减少 Token(AI 模型处理资料的基本单位)的情况下完成更多工作,让企业客户能以更高的成本效益使用 AI。</p>\n\n<p>马斯克旗下 SpaceXAI 推出的 Grok 4.5 则宣称,其 Token 使用效率是同级竞品的两倍。另一方面,Meta Platforms 执行长祖克柏接受《彭博》访问时表示,Muse Spark 1.1 将采取「极具吸引力」的定价策略。</p>\n\n<p>这股强调成本效益的风气,反映出企业客户正严格审视 AI 支出。今年稍早,企业曾鼓励员工尽可能使用 AI 以提升竞争力,这种作法被戏称为「Token 狂热」(tokenmaxxing)。</p>\n\n<p>然而近几个月来,在面对因 Anthropic PBC 等业者转向「以量计价」模式而导致的惊人帐单后,不少公司开始缩紧预算。</p>\n\n<p>巴黎 AI 新创公司 H Company 执行长 Gautier Cloix 指出,他与多位企业主管交流时发现,许多公司的 AI 帐单已不堪负荷。其中一位执行长更向他展示发票,显示单月 AI 模型使用费用高达数百万美元。</p>\n\n<p>DA Davidson 科技研究主管 Gil Luria 表示:「企业在 AI 上的支出远超以往,随着成本逐渐失控,他们开始重新审视效率问题。」</p>\n\n<p>在此情况下,顶尖 AI 开发商必须设法提升现有及潜在客户的使用价值,同时又不能为了削价竞争而牺牲获利能力,否则将难以回收投入晶片与资料中心的数千亿美元资本支出。</p>\n\n<p>拥有庞大广告业务支撑的 Meta,则准备采取更积极的价格策略。祖克柏表示,部分 AI 实验室的定价过高、利润率也非常高,Meta 相信,有能力以更低的价格提供最尖端、最高阶的 AI 能力。</p>\n\n<p>相较之下,OpenAI 的降价空间或许较有限,但同样认为必须在成本上保持竞争力。OpenAI 执行长奥特曼接受 CNBC 访问时表示,如今所有企业都在关注 AI 支出,以及每一笔投入究竟能换来多少价值,这正是 OpenAI 希望解决的问题。</p>\n\n<p>这番说法与一年前形成鲜明对比。当时 OpenAI 高层曾公开讨论,未来可能将顶级 AI 模型的月费提高至数千美元,以反映其对企业所创造的价值。</p>\n\n<p>如今,除了推出效率更高的新模型外,OpenAI 也持续协助企业控管 AI 成本。上个月,ChatGPT 推出 Credit 使用分析功能,并更新支出管理工具,协助企业追踪与控制 AI 预算。</p>\n\n<p>Luria 指出,随着企业成本意识擡头,市场正积极「寻求替代方案」。目前选择多元,例如中国科技公司 DeepSeek 已推出众多更平价的开源 AI 模型。尽管这些服务在效能上仍落后美国业者的顶尖技术,但已足以应付许多日常业务需求。</p>\n\n<p>部分用户转向模型路由服务(Model Routing Services),透过在数百种模型间无缝切换来确保价格最优,例如 OpenRouter 便于 5 月获得超过 1 亿美元融资以因应庞大需求。透过强调成本效益,AI 开发商亦能向 Anthropic 施压,后者目前被视为市场领先者。</p>\n\n<p>根据标竿服务机构 Artificial Analysis 的数据,Anthropic 的 Opus 与 Fable 模型在单次任务的成本排名中名列前茅。</p>\n\n<p>马斯克推广 Grok 4.5 时更直接剑指 Anthropic,他在社群媒体上写道:「这是 Opus 等级的模型,但速度更快、Token 使用效率更高且成本更低。」<br>\n </p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-1990.html\" title=\"美超微突启动「混合增资」计划 股价重挫逾7% 盘后再跌\">美超微突启动「混合增资」计划 股价重挫逾7% 盘后再跌</a></li>\n    <li><a href=\"/new/mg/article-6871.html\" title=\"AI与HBM需求引爆 半导体设备股回档25% 杰富瑞估2028年WFE市场规模大增66%\">AI与HBM需求引爆 半导体设备股回档25% 杰富瑞估2028年WFE市场规模大增66%</a></li>\n    <li><a href=\"/new/mg/article-3966.html\" title=\"华许誓言点燃升息押注!美元有望创一年最佳单月表现 机构估年底前仍有5%升值空间\">华许誓言点燃升息押注!美元有望创一年最佳单月表现 机构估年底前仍有5%升值空间</a></li>\n    <li><a href=\"/new/mg/article-11040.html\" title=\"DeepSeek要挑战Claude Code!成立AI代理新团队大举征才\">DeepSeek要挑战Claude Code!成立AI代理新团队大举征才</a></li>\n    <li><a href=\"/new/mg/article-11560.html\" title=\"支出正在转化为收益?华尔街科技巨头AI投资变现\">支出正在转化为收益?华尔街科技巨头AI投资变现</a></li>\n    <li><a href=\"/new/mg/article-28.html\" title=\"黄仁勋访中之际 辉达遭空头狙击 爆中国营收「从未归零」\">黄仁勋访中之际 辉达遭空头狙击 爆中国营收「从未归零」</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-07-14T00:10:05.000Z",
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