More data than open-source AI is taking share from OpenAI and Anthropic (1 minute read)

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open-source ai-market-share inference token-demand ai-infrastructure market-trends

Summary

Open-source AI models are rapidly gaining token share relative to closed models from OpenAI and Anthropic, indicating increased demand for AI infrastructure as inference costs drive market dynamics.

Open source has gone from 28% token share to 62% token share at Vercel over the last two months.
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Cached at: 08/24/26, 03:48 PM

# Thread by @GavinSBaker on Thread Reader App Source: [https://threadreaderapp.com/thread/2091542026072338623.html](https://threadreaderapp.com/thread/2091542026072338623.html) More data than open\-source AI is taking share from OpenAI and Anthropic\. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months\. Chart from @rauchg Super impressive given that the sum of OpenAI and Anthropic accelerated in July\. So net token/AI infra demand accelerated even more than the acceleration we saw at the frontier\. And suspect Grok growing even faster than open\-source and we saw some of this in the @tryramp data\. Open\-source AI taking share is positive for AI infrastructure demand as it lowers margins at the model layer and an open\-source token costs just as much compute to produce as a frontier token\. Nothing about open\-source AI inference is “free\.” Most likely end state IMO is that closed, frontier tokens are 60\-90% of economic value but only 15 to 25% of tokens\.[![Image](https://threadreaderapp.com/images/1px.png)](https://pbs.twimg.com/media/HQalWkqW8AA83Ef.jpg)

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