Vercel CEO: open models now drive 80% of Vercel's token traffic as OpenAI, Gemini, Anthropic lose ground
RihardJarc · x · 2026-09-28
- Vercel CEO @rauchg revealed that open models now account for about 80% of token traffic on Vercel's AI gateway, with OpenAI, Gemini, and Anthropic steadily losing share.
- His account of the shift: "When we started the AI gateway it was all OpenAI, then a lot of Gemini, then a lot of Anthropic — and those three have consistently been losing ground to open models."
- He sees open models and faster models as the emerging trend. The author argues investors still vastly underestimate the hyperscaler data center layer ($AMZN, $MSFT, $GOOGL).
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