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U.S. Companies Abandon Pricey Frontier AI for Open-Weight Models—Token Share Jumps from 7% to 56%

· Source: finance.biggo.com

In short

U.S. enterprises are shifting from OpenAI and Anthropic's frontier models to cheaper open-weight alternatives, with open models' share of tokens processed on Vercel's AI gateway rising from 7% in December to 56% in August. Cost control is the main driver, illustrated by Tinder's tenfold AI spending increase and AT&T's plan to move from 40% to 70% of AI workloads onto open models. Data security and sovereignty concerns are accelerating the trend, which the Financial Times says could threaten the revenue of frontier model providers.

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In the issue of week 39, 2026: AI Moves Into Supply Chain Operations as Evidence, Data and Trust Shape Adoption

Tags: open-weight, cost-optimization, enterprise-ai, logistics, data-sovereignty

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