Independent AI Labs Surge: Token Share Exceeds Top Incumbents Combined
shensi · x · 2026-08-12
Merge Gateway released API usage data from May to July, revealing a significant shift in the market landscape:
- Rise of Independent Labs: Independent labs' share of requests jumped from 4% in May to 45% in July. By token share, they grew from 14% to 60%, now exceeding the combined volume of Anthropic, OpenAI, Google, and xAI.
- Incumbent Shift: In May, Anthropic and OpenAI were nearly tied in weekly requests. By late July, Anthropic's request volume more than doubled that of OpenAI.
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