开放权重模型在6月至9月期间，通过Vercel的AI Gateway处理的代币份额超过四倍增长，当时它们处理了超过十分之七的代币。该公司表示：“8月份，开放权重模型首次处理了AI Gateway代币总量的大多数。” “资金现在也在跟进。开放权重模型的支出份额在过去三个月里增长了超过四倍，从6月份的每二十美元网关支出中的一美元，增长到9月份的近四分之一。”
Open-weight models more than quadrupled their share of spending through Vercel's AI Gateway between June and September, when they processed more than seven in 10 tokens. "In August, open-weight models processed the majority of AI Gateway token volume for the first time," the biz said. "The money is now following. Open weight's share of spend has more than quadrupled over the last three months, from one in twenty gateway dollars in June to nearly one in four in September."
AI Gateway类似于OpenRouter，作为中介，允许客户通过统一界面从不同的AI供应商处购买代币。虽然它支持像Claude Code和Codex这样的流行工具链，并提供对专有和开放权重模型的访问，但它无法看到通过其他网关的使用情况，也无法看到客户直接从供应商处访问AI模型或通过本地部署的使用情况。根据Vercel的数据，9月份的网关支出大约是2025年12月记录值的13倍，但每个代币的平均价格大约低了47%。
AI Gateway, like OpenRouter, acts as an intermediary that allows customers to purchase tokens from different AI providers through a common interface. While it works with popular harnesses like Claude Code and Codex and provides access to proprietary and open-weight models, it doesn't see usage through other gateways or from customers who access AI models directly from vendors or through on-premises hosting. While gateway spending in September was about 13x higher than recorded in December 2025, the average price per token was about 47 percent lower, according to Vercel.
与此同时，近三分之一的团队在9月份更换了他们最常用的AI供应商，这表明市场竞争可能正在限制供应商锁定。9月份最受欢迎的模型是TypeSafe AI的Jev。该公司表示，仅在14天内，它就达到了使用Vercel AI Gateway的付费团队的35%。由于该模型的架构，其受欢迎程度并未带来大量支出——其使用量仅占当月代币总量的1%，支出占比仅为0.15%。
At the same time, almost one in three teams changed their most-used AI provider in September, suggesting that market competition may be limiting vendor lock-in. The most popular model in September was TypeSafe AI's Jev. In just 14 days, it reached 35 percent of paid teams using Vercel's AI Gateway, the company said. Its popularity didn't generate much spending due to the model's architecture – usage accounted for only 1 percent of the month’s tokens and 0.15 percent of spending.
来自Anthropic和OpenAI的美国模型在9月份仍吸引了最大份额的支出，其中Claude Opus 5.5占11.03%，其次是GPT-6 Astra，占4.86%。但来自中国AI供应商的模型正变得越来越受欢迎。DeepSeek V4.1 Flash在支出排名中位列第三，占4.19%。
US-based models from Anthropic and OpenAI still attract the largest portion of spending in September, with 11.03 percent going to Claude Opus 5.5, followed by GPT-6 Astra at 4.86 percent. But models from Chinese AI providers have become more popular. DeepSeek V4.1 Flash ranked third in spending, at 4.19 percent.
Vercel表示，九月份用于中国模型的支出中，超过三分之二流向了为这些模型提供服务的美国供应商，而2025年12月这一比例还不到十分之一。月之暗面（Moonshot AI）是Kimi的制造商，在九月份占据了3.6%的网关令牌和13.2%的支出；DeepSeek仅用6.6%的支出就获得了58%的令牌；而Z.ai，即GLM-5.3的制造商，则获得了7.2%的令牌和4.5%的支出。
More than two-thirds of the September spending on Chinese models went to US providers serving those models, up from less than a tenth in December 2025, Vercel said. Moonshot AI, maker of Kimi, captured 3.6 percent of gateway tokens and 13.2 percent of spend in September; DeepSeek took 58 percent of tokens for just 6.6 percent of spend; and Z.ai, maker of GLM-5.3, took 7.2 percent of tokens and 4.5 percent of spend.
因此，禁止或限制开放权重模型的努力——这是当前美国政府正在考虑的事情——将影响为这些模型提供服务的美国企业及其客户。即使美国在AI政策上继续犹豫不决，影响AI模型的贸易壁垒也可能改变市场动态。中国周五提出将40项技术纳入其出口管制清单，其中23项与AI相关。美联社指出，月之暗面的Kimi K3和阿里巴巴的Qwen 3.8-Max符合中国当局设定的参数阈值，尽管官方声明未点名受影响的模型。
So efforts to ban or limit open-weight models, something considered by the current US administration, would affect American businesses serving those models and their customers. Even if the US continues to dither on AI policy, trade barriers affecting AI models may alter market dynamics. China on Friday proposed adding 40 technology items to its export control list, 23 of them related to AI. The Associated Press notes that Moonshot’s Kimi K3 and Alibaba’s Qwen 3.8-Max are among the models that meet the parameter threshold set by Chinese authorities, though the official message did not identify affected models.
“这为托管或依赖中国模型的美国企业带来了重大不确定性，”克里斯·麦圭尔（Chris McGuire）在社交媒体帖子中表示。他是外交关系委员会（Council on Foreign Relations）的中国和新兴技术高级研究员。“特别是考虑到中国AI实验室正在通过许可开源模型的使用来创收，而中国政府声称其有能力随时终止这些许可协议，这应使美国企业在未来更加犹豫是否依赖这些模型。”
"This introduces significant uncertainty for US businesses that host or rely on Chinese models," Chris McGuire, a senior fellow for China and emerging technologies at the Council on Foreign Relations, said in a social media post. "Particularly given that Chinese AI labs are moving toward licensing the use of open-source models to generate revenue, the Chinese government stating that it has the ability to curtail those licensing agreements at any time should make US businesses more hesitant to rely on those models going forward."
麦圭尔表示，美国需要采用一个全面的监管框架来规范美国AI技术在海外的使用，并将在美国使用或托管的中国AI模型纳入其国内AI法规。®
McGuire said the US needs to adopt a comprehensive regulatory framework governing the use of US AI technology overseas and include Chinese AI models used or hosted in the United States in its domestic AI regulations.®