Open AI Model Mentions in US Earnings Calls Jump 6x — SkimNews
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- AlphaSense found mentions of open models in US earnings calls and conferences surged 6x year-over-year during August and September.
- Open models captured 56% of tokens processed on Vercel in August, as US businesses adopt Chinese alternatives to OpenAI and Anthropic systems.
Why it matters: Open and Chinese AI models are gaining measurable enterprise traction outside Silicon Valley, with open models already at majority token share on Vercel — a major developer infrastructure platform. OpenAI and Anthropic face growing competition from these alternatives in non-tech US industries.
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