Open models hold just 10% of global AI inference spending, and bets are on that changing fast

sarahookr · x · 2026-09-21

Konstantin Pilz highlighted a narrative-violating stat: open models still account for only 10% of global AI inference spending. Sarah Hooker quote-reposted it saying she can't wait to see the plot in 12 months, implying she expects the share to shift dramatically. The data shows that despite open-source momentum, commercial inference spend remains heavily concentrated in closed models.

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