Open models hit record 78.4% of token volume on Vercel AI Gateway; Kimi, DeepSeek, Z.ai spend beats OpenAI
charles_irl · x · 2026-09-19
Vercel CEO Guillermo Rauch shared that open models may have hit a record share of token volume on Vercel AI Gateway: 78.4% open vs 21.6% closed. Spend tells a different story: #3 and #4 on spend that day were Moonshot AI (Kimi) and DeepSeek, and adding Z.ai, their combined inference spend surpasses OpenAI at #2. Note: that's inference spend across providers (mostly US), not revenue going directly to open-weight labs.
Related event: Open-Weight Models Hit Record 78.4% of Tokens on Vercel AI Gateway(10 posts)→
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