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The New Stack · September 19, 2026 · On the brief until October 3, 2026

Open-weight models now handle a majority of tokens on Vercel’s AI Gateway. But Anthropic still takes 64% of the spend.

BusinessEconomicsComputer Science
THE AI ANGLE
Processing developer tokens across open and proprietary platforms

Data from Vercel's AI Gateway reveals that open-weight models now process a majority of total tokens, yet Anthropic commands 64% of customer spend. This disparity demonstrates how pricing power and premium proprietary performance can dominate market monetization even as usage volume shifts toward open alternatives. For educators, it underscores the structural divergence between infrastructure usage metrics and actual commercial value capture.

Summary written by AI Business Lens with an AI model from the article at thenewstack.io. It is not the article, and the publisher has not reviewed it. For publishers.

THE TEACHING ANGLE
Instructors can explore the tension between high-volume, low-cost open-weight models and premium proprietary APIs to analyze pricing power, margin capture, and developer adoption trade-offs.

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