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Ramp data: AI spend flattening while token usage surges
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An X post citing Ramp data states that spending on AI is flattening out, but the author cautions against conflating that trend with usage, which is surging. According to the post, the spend pattern is more likely inflecting than stalling, because exponentially more tokens are being used to meet increasing demand on better performing models. The post attributes the data observation to Ramp and offers the author's interpretation that the apparent spending plateau reflects a shift in how AI capacity is consumed rather than a slowdown in adoption. No specific figures, timeframes, or model names are provided in the source text.
Source report
Ramp data indicates that spending on AI is flattening out — but this should not be conflated with usage, which is surging.
The spend is more likely inflecting than stalling, as exponentially more tokens are being used to meet increasing demand on better-performing models.
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Source
danielnewmanUVNeutral / independent