沃尔玛的AI成本失控，现开始对员工代币实行配给
沃尔玛在内部大语言模型“code puppy”的成本超出预期后，对员工实施了代币使用限制，这标志着企业AI消费正从无限转向计量模式。
walmart capped internal use of 'code puppy' after employees, previously encouraged to experiment freely, generated unexpectedly high costs through heavy usage and 'token maxxing'. the retailer now allocates fixed token amounts to staff, aiming to curb spending on expensive models for routine tasks like spreadsheet analysis. this reflects a wider trend as providers shift from flat subscriptions to pay-per-use billing, a financial shock that recently caused uber to exhaust its 2026 ai budget in just four months. the change forces large enterprises to treat ai inference as a variable cost rather than a fixed utility, prioritizing roi over unfettered access.