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Open models reportedly hit 78.4% of Vercel AI Gateway token volume on September 19

Combined inference spending on Moonshot AI, DeepSeek and Z.ai surpassed OpenAI's on Vercel AI Gateway, a September 19 post says. The figures cover spending across providers, not revenue paid directly to the open-weight model labs.

Dr. Eli DavidDE
1 Source, 21d ago, first seen 21d ago

TLDR

A September 19, 2026 post reports that open models accounted for 78.4% of token volume on Vercel AI Gateway, versus 21.6% for closed models, suggesting it might be a record day for open models' share. The post places Moonshot AI and DeepSeek third and fourth in inference spending; adding Z.ai brought their combined spending above second-place OpenAI. The author stresses that these figures track inference spending across providers, mostly in the US—not revenue going directly to the open-weight labs.

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Combined views

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1 Source, first seen 21d ago

1K likes45 comments173 saves122 reposts

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Dr. Eli David@DrEliDavidNot just usage, but actual dollar spend for Anthropic is also steadily declining 👇 Imagine planning a $2 trillion IPO when you want to slow down as you are losing market share 🤡21d
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    Dr. Eli David@DrEliDavidNot just usage, but actual dollar spend for Anthropic is also steadily declining 👇 Imagine planning a $2 trillion IPO when you want to slow down as you are losing market share 🤡21d
    Anthropic
    Guillermo Rauch
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