Vercel gateway data: Anthropic spend share falls 69%→40% as OpenAI doubles
ctjlewis · x · 2026-09-25
Guillermo Rauch shared two months of real Vercel AI Gateway spend data: Anthropic remains #1 but fell from 69% to 40% of spend; OpenAI rose 10%→24% with GPT-6 Astra and GPT 5.6 Sol ripping, now leading in token volume. Kimi K3 and DeepSeek took about half of Anthropic's loss, Opus 5.5 hit 10% of spend within 2 days, and OpenAI accounts for 62% of image generations.
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