The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

昨天,Ali云搞了个大动作,他们的一个叫Qwen-Long的高级AI模型突然降价了,降得特别狠,本来用这个模型要花的钱现在能省下97%,1块钱就能买到以前好几百块才能买到的服务,这跟买五本《新华字典》的钱差不多。

The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

阿里云、Baidu智能云、ByteDance相继宣布重大消息,将Large Model的使用成本降至冰点,这场“价格战”不仅重塑了行业格局,更为广大企业和开发者带来了前所未有的机遇。

阿里云:Qwen-Long“破局者”,成本再创新低

阿里云首先出手,其GPT-4级主力模型Qwen-Long的API输入价格直降97%,从0.02元/千tokens降至不可思议的0.0005元/千tokens。只需1元人民币,用户即可获得相当于5本《新华字典》容量的文本处理能力。Qwen-Long最高支持1千万tokens长文本输入,性价比达到了GPT-4的400倍之多。阿里云此番降价,无疑是向市场投下了一枚深水炸弹,预示着大模型成本的革命性降低。

The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

百度文心:免费入场,开启大模型“零门槛”时代

紧跟阿里云的降价脚步,百度智能云迅速做出反应,宣布其两款主力模型ERNIE Speed和ERNIE Lite全面免费,即刻生效。这不仅是一个大胆的市场策略,更是对整个行业的震撼一击,宣告大模型应用正式步入“免费时代”。ERNIE Speed和ERNIE Lite以其高性能和轻量化特性,满足不同场景需求,免费开放无疑将吸引海量开发者加入,加速创新应用的涌现。

The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

字节跳动豆包:低价先驱,加速行业变革

在阿里和百度之前,字节跳动已先行一步,推出自研豆包大模型,定价仅为0.0008元/千tokens,比行业平均低99.3%,一元即可购买相当于三本《三国演义》量级的文本处理能力。字节跳动此举被视作行业“价格屠夫”,极大地降低了企业探索AI应用的门槛,推动了大模型从概念走向实践。

The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

价格战背后的逻辑:加速AI转型,推动价值创造

在一片降价声中,阿里云智能集团资深副总裁刘伟光指出,大幅降低大模型推理价格的目的在于加速AI应用的爆发。他认为,无论是开源还是商业化模型,公共云+API的模式将成为主流,因为它能充分利用技术红利,降低成本并提高性能,同时保障数据安全和提供丰富的模型选择。

The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

百度则强调,大模型的价值不仅仅在于价格,更在于综合效果,包括响应速度和应用场景的广泛性。百度文心大模型的日均处理tokens文本量高达24900亿,彰显了其在性能和效率上的强大实力。

行业影响:创新加速,生态共赢还是压力倍增?

这一轮大模型的价格战,无疑将极大激发B端企业及AI初创公司的创新活力,使得AI应用开发成本大幅度下降,加速落地。然而,对于小规模模型提供商而言,这或许意味着前所未有的竞争压力,迫使他们不得不重新审视自己的市场定位和商业模式。

The price war for large models is escalating! Alibaba, Baidu, and ByteDance are competing to "cut prices", and large manufacturers are competing fiercely to offer affordable prices

华创证券研报指出,成本降低是推动大模型进入“价值创造阶段”的关键。尽管成本压缩可能促使企业加强对供应链的成本控制,但在当前AI转型的关键节点,低成本环境将促进AI模型生态的繁荣,推动终端应用的创新爆发。

这些大公司这么干,其实是在告诉大家,以后用AI不用花太多钱,不管是大公司还是小开发者都能玩得起。这样一来,用AI做各种新鲜东西的人会越来越多,AI也会变得更接地气。但是,小一点的AI模型公司可能就要头疼了,因为竞争太激烈了。总的来说,AI的世界变得更热闹,也更亲民了。

 

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