Ramp Data: Top 10% of Customers Drive 99.5% of Model-Serving Spend

rohanpaul_ai · x · 2026-09-28

Many small companies that use AI never pay a model vendor directly. They get it inside a CRM, a help-desk tool or a code editor, and the software company pays the AI bill and folds it into the subscription.

That's one reason AI spending looks so lopsided. Ramp data shared by Apollo's chief economist Torsten Slok shows that the top 10% of customers account for 99.5% of model-serving spend. The takeaway: AI adoption is spreading, but AI spending is concentrating.

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