UBS: About 60% of enterprises tighten AI spending, open-source large models such as DeepSeek expected to benefit
UBS research found that as AI bills keep rising, about 60% of enterprises have introduced measures to control related spending, with token call costs becoming a core concern. The industry is facing mild headwinds; vendors such as OpenAI will be under pressure, while open-source and China's local models may benefit. Analysts consider this a 'benign adjustment pain' and next-generation chips are expected to further reduce costs.
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