
美国企业正在推动员工使用AI,其推进速度远超海外同行。而作为这一努力的代价,它们也背上了一笔惊人的账单,包括高昂的词元使用费、专有AI平台投入,还有纯粹的低级失误,有些失误甚至会造成数亿美元的损失。
美国企业已经将“把AI全面融入员工工作流程”作为重要目标。从某些指标来看,他们的努力称得上相当成功。盖洛普(Gallup)最新调查显示,目前约有一半美国员工每年会在工作中至少数次使用AI,而一年前这一比例还不到40%。
布鲁金斯学会(Brookings Institution)今年3月发布的研究显示,美国AI的普及速度已超越海外竞争对手。目前有43%的美国员工会在工作中使用AI,而欧洲这一比例为32%。企业层面也存在类似差距:目前有7%的美国企业已经将AI用于商品和服务生产环节,而欧洲企业的比例仅为4%。
企业管理层一直承受着压力,亟需找到将AI工具和各种实验项目转化为利润的途径。虽然在大多数情况下,AI的使用尚未带来令人满意的投资回报,但这项技术已经开始在生产率数据中显现效果——尽管提升幅度有限。布鲁金斯学会的研究发现,AI使用差异使美国企业节省的工作时间相当于总工时的2.3%,而欧洲企业为1.4%。
这或许是一个具有重大意义的优势。企业希望随着员工逐渐掌握AI工具和技术的持续进步,这种优势能够进一步扩大。但眼下的问题在于,企业押注的是一场可能需要数年时间才能见到回报的赌局,而各类账单却已到期。
美国企业开始认清一个现实:即便尝试使用AI看似免费,但实则开销不菲。由于使用量限制监管宽松,再加上企业仍处于摸索AI如何改善盈利能力的试错阶段,一系列高调“翻车”事件接连发生,这也暴露出美国企业加速推进AI应用过程中存在的局限性。
据报道,优步(Uber)在今年前四个月就花光了2026年全年的AI编程预算,其中很大一部分开支来自Claude Code的使用。优步首席运营官安德鲁·麦克唐纳近期在一档播客节目中坦言,公司大量使用AI并投入巨额资金,尚未真正转化为面向消费者的盈利产品,“投入与收益无法形成闭环”。
优步并非唯一一家在AI支出上“算错账”的企业。企业对词元(衡量AI使用量的数据单位)的需求激增。谷歌(Google)首席执行官桑达尔·皮查伊近期宣布,公司目前每月的词元处理量已达到3,200万亿个(3.2 quadrillion),较一年前增长了7倍。
在那些员工更有可能使用AI、且管理层也最积极推动AI应用的科技公司里,许多员工都在参与“烧词元”,即员工之间比拼谁消耗的词元更多。
但由于大多数企业客户依赖昂贵的前沿模型开展AI业务,一些企业已经开始讨论缩减相关开支。《华尔街日报》报道称,Meta、微软(Microsoft)和赛富时(Salesforce)等企业正要求员工更高效地使用AI,甚至在某些情况下限制使用。企业最担心的情况,或许是Axios此前披露的一个案例:一家未具名公司因未设置员工AI使用上限,竟在AI项目上烧掉了5亿美元。
不过,即便面对不断攀升的成本,美国企业似乎仍无意放缓AI应用步伐。企业支出管理工具提供商Ramp收集的数据显示,以付费订阅AI的美国企业比例来衡量,AI普及率最近达到了50.6%,高于年初的46.8%。
率先布局AI应用的美国企业或许仍会被证明其选择是正确的。彼得森国际经济研究所(Peterson Institute for International Economics)近期的一项研究显示,AI可能已经创造了高达2,500亿美元的隐形经济活动,而这些价值目前尚无法通过传统经济指标进行准确衡量。
不过,这些潜在收益尚未真正体现在企业的投资回报率(ROI)报告中。埃森哲(Accenture)上月发布的一项针对英国企业的调查发现,90%的受访企业尚未成功将AI融入核心业务,仍在摸索如何借助AI提升收入。许多企业表示,AI带来的生产率提升主要体现在员工个人层面,而非整个公司的运营效率改善。
美国企业高管在AI应用方面或许确实领先于英国和欧洲同行。但领先也意味着,他们必须率先破解一个难题:企业究竟在为哪些价值买单。(财富中文网)
译者:刘进龙
审校:汪皓
美国企业正在推动员工使用AI,其推进速度远超海外同行。而作为这一努力的代价,它们也背上了一笔惊人的账单,包括高昂的词元使用费、专有AI平台投入,还有纯粹的低级失误,有些失误甚至会造成数亿美元的损失。
美国企业已经将“把AI全面融入员工工作流程”作为重要目标。从某些指标来看,他们的努力称得上相当成功。盖洛普(Gallup)最新调查显示,目前约有一半美国员工每年会在工作中至少数次使用AI,而一年前这一比例还不到40%。
布鲁金斯学会(Brookings Institution)今年3月发布的研究显示,美国AI的普及速度已超越海外竞争对手。目前有43%的美国员工会在工作中使用AI,而欧洲这一比例为32%。企业层面也存在类似差距:目前有7%的美国企业已经将AI用于商品和服务生产环节,而欧洲企业的比例仅为4%。
企业管理层一直承受着压力,亟需找到将AI工具和各种实验项目转化为利润的途径。虽然在大多数情况下,AI的使用尚未带来令人满意的投资回报,但这项技术已经开始在生产率数据中显现效果——尽管提升幅度有限。布鲁金斯学会的研究发现,AI使用差异使美国企业节省的工作时间相当于总工时的2.3%,而欧洲企业为1.4%。
这或许是一个具有重大意义的优势。企业希望随着员工逐渐掌握AI工具和技术的持续进步,这种优势能够进一步扩大。但眼下的问题在于,企业押注的是一场可能需要数年时间才能见到回报的赌局,而各类账单却已到期。
美国企业开始认清一个现实:即便尝试使用AI看似免费,但实则开销不菲。由于使用量限制监管宽松,再加上企业仍处于摸索AI如何改善盈利能力的试错阶段,一系列高调“翻车”事件接连发生,这也暴露出美国企业加速推进AI应用过程中存在的局限性。
据报道,优步(Uber)在今年前四个月就花光了2026年全年的AI编程预算,其中很大一部分开支来自Claude Code的使用。优步首席运营官安德鲁·麦克唐纳近期在一档播客节目中坦言,公司大量使用AI并投入巨额资金,尚未真正转化为面向消费者的盈利产品,“投入与收益无法形成闭环”。
优步并非唯一一家在AI支出上“算错账”的企业。企业对词元(衡量AI使用量的数据单位)的需求激增。谷歌(Google)首席执行官桑达尔·皮查伊近期宣布,公司目前每月的词元处理量已达到3,200万亿个(3.2 quadrillion),较一年前增长了7倍。
在那些员工更有可能使用AI、且管理层也最积极推动AI应用的科技公司里,许多员工都在参与“烧词元”,即员工之间比拼谁消耗的词元更多。
但由于大多数企业客户依赖昂贵的前沿模型开展AI业务,一些企业已经开始讨论缩减相关开支。《华尔街日报》报道称,Meta、微软(Microsoft)和赛富时(Salesforce)等企业正要求员工更高效地使用AI,甚至在某些情况下限制使用。企业最担心的情况,或许是Axios此前披露的一个案例:一家未具名公司因未设置员工AI使用上限,竟在AI项目上烧掉了5亿美元。
不过,即便面对不断攀升的成本,美国企业似乎仍无意放缓AI应用步伐。企业支出管理工具提供商Ramp收集的数据显示,以付费订阅AI的美国企业比例来衡量,AI普及率最近达到了50.6%,高于年初的46.8%。
率先布局AI应用的美国企业或许仍会被证明其选择是正确的。彼得森国际经济研究所(Peterson Institute for International Economics)近期的一项研究显示,AI可能已经创造了高达2,500亿美元的隐形经济活动,而这些价值目前尚无法通过传统经济指标进行准确衡量。
不过,这些潜在收益尚未真正体现在企业的投资回报率(ROI)报告中。埃森哲(Accenture)上月发布的一项针对英国企业的调查发现,90%的受访企业尚未成功将AI融入核心业务,仍在摸索如何借助AI提升收入。许多企业表示,AI带来的生产率提升主要体现在员工个人层面,而非整个公司的运营效率改善。
美国企业高管在AI应用方面或许确实领先于英国和欧洲同行。但领先也意味着,他们必须率先破解一个难题:企业究竟在为哪些价值买单。(财富中文网)
译者:刘进龙
审校:汪皓
American firms are quickly outpacing their international counterparts at getting their employees to use AI. As reward for their efforts, they are also running up a monstrous bill, with lavish outlays on token costs, proprietary AI platforms, and just plain goofs, sometimes worth hundreds of millions of dollars.
Corporate America has set itself a goal to comprehensively integrate AI across its employees’ workflows, and by some measures, their efforts have been a wild success. Around half of U.S. workers now use AI in their roles at least a few times a year, up from less than 40% a year ago, according to recent Gallup polling.
The rate of adoption has outpaced that of rival firms abroad, according to research from the Brookings Institution published in March, which found 43% of U.S. workers now use AI on the job, compared to 32% among their European counterparts. The gap holds at the firm level, too, with 7% of U.S. companies now using AI for production of goods and services compared to just just 4% of European firms.
Bosses have been under pressure to figure out how they can turn AI tools and experiments into profits. And while AI usage has in most cases yet to translate to an acceptable return on investment, the technology is starting to show up in productivity statistics—albeit modestly. The Brookings research found differences in AI use led to aggregate time savings worth 2.3% of working hours in the U.S. versus 1.4% in Europe.
It’s a potentially meaningful edge—one that companies hope will accelerate once learning curves are overcome and as the technology improves. The problem for firms now, though, is they’re making a bet that could take years to pay off, and the bills are already coming due.
U.S. companies are beginning to reckon with the reality that even if experimenting with AI seems free, it usually isn’t. Loosely monitored usage limits and a trial-and-error process of figuring out how AI can improve bottom lines has led to a series of high-profile snafus, and exposed the limitations of corporate America’s fast-tracked approach to AI adoption.
Uber reportedly spent the first four months of the year burning through its entire 2026 AI coding budget, driven largely by Claude Code usage. Andrew MacDonald, Uber’s chief operating officer, said the “link is not there yet” during a podcast interview last week, as the company has yet to apply its heavy AI usage and spending toward profitable consumer-facing products.
Uber is far from alone in its accounting miscalculations. Corporate demand is surging for tokens—units used to determine AI usage—with Google CEO Sundar Pichai recently announcing the company is now processing 3.2 quadrillion tokens per month, a seven-fold increase from a year ago.
Among leading tech firms where employees are more likely to use AI, and where bosses are most likely to expect it of their reports, many workers now engage in “tokenmaxxing,” a competitive process to see which employee can use the most tokens.
But with most company clients relying on pricey frontier models for their enterprise AI use, several are discussing scaling back their outlays. Meta, Microsoft, and Salesforce are just a few companies that are reportedly pushing for employees to use AI more productively, or to limit usage altogether, according to the Wall Street Journal. The nightmare scenario would likely be similar to one shared recently by Axios, citing the case of one unnamed firm that reportedly spent half a billion dollars on AI after failing to put usage caps in place for employees.
But even confronted with soaring costs, U.S. firms look unlikely to back down on their adoption plans. Adoption rates as measured by the share of U.S. companies paying for an AI subscription recently hit 50.6%, up from 46.8% at the beginning of the year, according to data collected by Ramp, which provides enterprise expense-management tools.
Early adopters in the U.S. might yet be vindicated. AI could be generating up to $250 billion in invisible economic activity that traditional indicators are not able to track, according to recent research from the Peterson Institute on International Economics.
But those figures have yet to show up in firms’ ROI reports. An Accenture survey of U.K. firms published last month found 90% have yet to successfully integrate AI with their business and are still chasing down ways to boost revenues, with many noting productivity gains have primarily been on an individual-worker level rather than company-wide improved efficiency.
American executives might be further along on adoption than their U.K. or European counterparts. But by being ahead, U.S. firms have also set themselves the challenge of being first to figure out what, exactly, they are paying for.