US Firms Ditch Anthropic's Flagship; Chinese Models Surge to 60% Share
FinanceYF5 · x · 2026-08-26
Data from 70,000 companies via Ramp shows spending on Anthropic's priciest model, Fable 5, plateaued at just 11% two months post-launch. 62% of organizations altered business decisions due to unexpected AI costs. Notably, Chinese models' share of US enterprise token usage surged from 4.4% in January to over 60%, challenging the pricing power of expensive flagships as model routing becomes standard.
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