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Open model mentions in US earnings calls surge 6x YoY; Vercel 56%, AT&T 40%

#open models#earnings calls#adoption#vercel

According to the Financial Times, mentions of open models in recent US earnings calls surged sixfold year-over-year, indicating growing adoption beyond Silicon Valley. Open models accounted for 56% of Vercel's tokens in August and 40% of AT&T's AI workloads, with US businesses increasingly turning to Chinese alternatives to OpenAI and Anthropic systems.

Coverage timeline

  1. Techmeme

    Financial Times : Mentions of open models in latest US earnings calls surged 6x YoY, with open models hitting 56% of Vercel tokens in August and 40% of AT&T's AI workloads — US businesses far beyond Silicon Valley are adopting Chinese alternatives to OpenAI and Anthropic's systems