Mentions of open models in US earnings calls surge sixfold YoY, covering 56% of Vercel tokens and 40% of AT&T's AI workloads
anthropic openai
| Source: Techmeme | Original article
Mentions of open AI models in U.S. earnings calls jumped sixfold year‑over‑year, with open models accounting for 56% of Vercel’s tokens in August and 40% of AT&T’s AI workloads.
Mentions of open‑source AI models in U.S. corporate earnings calls have jumped sixfold compared with the same period last year, according to a Financial Times analysis. The surge is reflected in concrete usage metrics: open models accounted for 56 % of the tokens processed by Vercel in August and made up roughly 40 % of the AI workloads reported by AT&T. The data points to a growing willingness among U.S. enterprises—well beyond the traditional Silicon Valley hub—to integrate alternatives that originate outside the dominant OpenAI and Anthropic ecosystems.
The trend matters for several reasons. First, it signals a diversification of the AI supply chain, reducing reliance on a narrow set of proprietary providers and potentially lowering costs for businesses that can tap into community‑driven or foreign‑sourced models. Second, the prominence of Chinese‑origin alternatives raises geopolitical considerations, as firms balance performance, licensing and data‑privacy concerns against broader national‑security debates. Finally, the shift arrives amid heightened scrutiny of leading AI firms; earlier this month we reported on OpenAI’s decision to pause training of certain models and on safety incidents that have prompted calls for tighter industry oversight.
Stakeholders will be watching how the momentum translates into future earnings disclosures and whether other large U.S. operators follow Vercel and AT&T’s lead. Analysts are also keen to see if the rise of open models triggers regulatory responses, especially concerning cross‑border data flows and intellectual‑property protections. The next wave of corporate reports, slated for the coming weeks, should reveal whether the adoption of open‑source and foreign AI solutions is a fleeting response to recent safety concerns or a lasting re‑calibration of the U.S. AI market.
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