Ramp AI Index：10月美国企业AI支出增速放缓至1.65%
US corporate AI spending hits a new high in October, but growth slows to 1.65 percent
Ramp 追踪的美国企业AI支出10月只涨了1.65%，增速明显放缓。更扎眼的是1%的公司撑起 OpenAI 和 Anthropic 八成收入，说明重度用户之外渗透并不顺利。做SaaS、投AI的人建议看看这组数据，判断客户支持场景能不能接棒编程业务。
根据 Ramp AI Index 的数据，2026年10月美国企业AI支出创下新高，但环比增速降至1.65%，明显放缓。数据还显示，约1%的企业贡献了 OpenAI 和 Anthropic 80%的收入，支出高度集中在少数重度客户手中。
从业务结构看，此前拉动支出增长的主要是编程类业务，而客户支持正在成为新的增长引擎。不过客户支持场景的客单价和利润率通常低于编程场景，可能拉低整体收入的盈利质量。
对行业而言，这一信号意味着 AI 厂商的收入增长正从早期铺量阶段转入瓶颈期，头部厂商对少数大客户的依赖也是潜在风险。企业采购方和投资人可以据此判断市场渗透的实际节奏。
US corporate AI spending hits a new high in October, but growth slows to 1.65 percent
According to the Ramp AI Index, US corporate AI spending rose just 1.65 percent in October 2026. One percent of companies still drive 80 percent of revenue for OpenAI and Anthropic. Customer support is emerging as a new growth driver, but it may bring lower margins than the coding business that has fueled spending so far. The article US corporate AI spending hits a new high in October, but growth slows to 1.65 percent appeared first on The Decoder .
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison. Key entities and technical topics under continuous tracking include OpenAI, Anthropic, Ramp AI Index, 企业AI支出.
Source attribution: curated from Decoder (@Matthias Bastian). Cross-source corroboration: 11 independent sources have covered this development (including TestingCatalog, Rowan Cheung, rohanpaul_ai), confirming industry-wide signal strength.
