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

A September 19, 2026 post reported that open models accounted for 78.4% of Vercel AI Gateway's token volume, versus 21.6% for closed models—a possible record share. It ranked Moonshot AI and DeepSeek third and fourth in spending and said their combined spending with Z.ai surpassed second-place OpenAI. Those figures covered model inference across providers, mostly in the US, not revenue going directly to the open-weight labs. A second post argued that open models gaining share shifts margins from the model layer toward infrastructure and apps.