Enterprise AI spend hits $177B; open-weight models now take 72% of tokens
AccBalanced · x · 2026-11-04
A 15-part enterprise AI spend report, corroborated by OpenRouter data, shows:
- LLM API spend is highly concentrated: Anthropic takes 55% and OpenAI 31%, together 86% of enterprise API dollars
- The top 3 labs (Anthropic, OpenAI, Google) capture 69% of enterprise spend, up from 50% last year
- Enterprise AI spend grew 5.4x year-over-year, mostly from existing buyers
- OpenRouter weekly data shows open-weight models hit 71.8% of tokens (from 25.5% early last year) but only 26.9% of spend — open models run the volume while closed models take the revenue
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