需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费_老虎社区_美港股上老虎

需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费

华尔街见闻04-15

Anthropic悄然改变Claude企业版收费方式，重度用户账单或大幅攀升。Anthropic近期对旗下企业级产品Claude Enterprise的定价模式进行了调整。据The Information于4月14日报道，这一变化此前未曾公开披露。新模式下，企业客户不再支付固定订阅费，而是在每用户每月20美元的基础费之上，额外按实际消耗的算力付费。Anthropic发言人对此予以确认。这一调整已在...

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href=https://wallstreetcn.com/articles/3769992><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anthropic悄然改变Claude企业版收费方式，重度用户账单或大幅攀升。Anthropic近期对旗下企业级产品Claude Enterprise的定价模式进行了调整。据The Information于4月14日报道，这一变化此前未曾公开披露。新模式下，企业客户不再支付固定订阅费，而是在每用户每月20美元的基础费之上，额外按实际消耗的算力付费。Anthropic发言人对此予以确认。这一调整已在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3769992\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1923622291.USD","symbol_name":"Natixis Thematics Safety R/A 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Claude Changes Enterprise Pricing, Billing by Power Consumption","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/776c916603d89f6f070c3f543d3a1533","symbols_score_info":{"CRM":1,"UUP":0.69,"CRMG":0.6,"CRM.AU":1,"NOWL":0.6,"AI":0.39,"AIPO":0.39,"VGT":0.39,"NOW":1,"UDN":0.69,"ARTY":0.39,"CHAT":0.39,"AGIX":0.39},"content_text":"Anthropic悄然改变Claude企业版收费方式，重度用户账单或大幅攀升。Anthropic近期对旗下企业级产品Claude Enterprise的定价模式进行了调整。据The Information于4月14日报道，这一变化此前未曾公开披露。新模式下，企业客户不再支付固定订阅费，而是在每用户每月20美元的基础费之上，额外按实际消耗的算力付费。Anthropic发言人对此予以确认。这一调整已在近几周内陆续生效，部分客户需等到合同续签时才会感受到变化。从200美元到按量计费，重度用户成本或翻三倍旧模式下，企业客户最高需为每位授权用户支付每月200美元，换取一定额度的折扣Token用量——类似于预付流量包。帮助企业谈判软件授权协议的Redress Compliance联合创始人Fredrik Filipsson表示，对于重度用户而言，新定价可能导致成本翻倍甚至三倍。多位IT高管表示，他们已知晓这一变化，并正在追踪实际账单是否会显著上涨。值得注意的是，此次调整不影响用户数少于150人的小型企业客户——这类客户使用的是Team订阅，每用户每月最高100美元，定价结构暂未改变。为什么要改？算力成本压力是核心Anthropic给出的官方解释是：旧模式下，部分重度用户频繁触及使用上限，工作被迫中断；另一些用户则付了钱却用不完额度。Anthropic发言人表示，新定价\"更好地反映了客户实际使用Claude的方式，因为工作负载正从固定席位的生产力工具转向智能体应用\"。背后的逻辑并不复杂：Claude Code和Claude Cowork（一款可跨应用自动处理工作任务的AI助手）的使用量近期急剧攀升，而这类智能体应用极为耗费算力——它们可以长时间不间断运行，甚至按计划每隔30分钟自动执行任务。AI软件开发商Adaption Labs联合创始人、前Cohere推理总监Sudip Roy直言：\"如果用户持续触及使用上限，订阅的利润空间就会被侵蚀殆尽。订阅定价本质上是为'用不满'的情况定价的。\"他补充道，按消耗量计费\"对服务提供商更有利，对重度用户则明显不利\"。Claude Code爆发式增长，倒逼定价重构此次调价的直接导火索，是Claude Code的爆发式增长。据The Information报道，Claude Code的年化营收从2024年12月的10亿美元，跃升至2025年2月的25亿美元，且近几周仍在加速。与此同时，Claude Code的周活跃用户数在1月至2月间翻了一番。这一增长将Anthropic整体营收的年化速度推至4月初的300亿美元，较去年底几乎增长了两倍。然而，用量的高速增长也带来了成本压力。去年，Anthropic的推理成本增速超过三倍，导致毛利率低于预期。本月早些时候，Anthropic还宣布，使用Claude Code订阅的客户若调用OpenClaw等第三方智能体工具，需额外付费——原因同样是这些工具消耗了大量算力。Claude Code负责人Boris Cherny在X上写道：\"算力是我们需要审慎管理的资源，我们优先保障使用自有产品和API的客户。\"OpenAI趁势出击，行业定价模式集体转向Anthropic调整定价的同时，OpenAI似乎在借机发力。4月初，OpenAI推出了每用户每月100美元的Codex新订阅档位，介于20美元和200美元两档之间，并将此举定性为\"更好地支持Codex不断增长的使用需求\"。OpenAI CEO Sam Altman透露，Codex上周的周活跃用户已突破300万。不过，Fredrik Filipsson表示，目前他接触的Anthropic企业客户尚无离开的迹象——他们对Claude带来的生产力提升仍感满意。\"当你的产品在用户层面真正具有黏性时，你就可以让消耗量来驱动营收，而不必把人锁定在席位上，\"他说。事实上，按用量计费并非Anthropic独创。Salesforce在2024年底推出Agentforce时即采用了消耗量定价；ServiceNow按员工数销售软件，AI功能则按使用量收费。AI编程领域的Replit和Cursor，也在去年夏天因运营成本压力重构了定价模式。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}