Open models reportedly made up 78.4% of Vercel AI Gateway token volume on September 19
A September 19 post says combined inference spending on Moonshot AI, DeepSeek and Z.ai exceeded OpenAI's on the gateway—not direct revenue to those open-weight labs.
TLDR
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.
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Open models reportedly made up 78.4% of Vercel AI Gateway token volume on September 19
A September 19 post says combined inference spending on Moonshot AI, DeepSeek and Z.ai exceeded OpenAI's on the gateway—not direct revenue to those open-weight labs.
TLDR
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.