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Vercel AI Gateway data: OpenAI spend share doubles

Vercel AI Gateway data from the past two months shows OpenAI's spend share rising from 10% to 24%, driven mainly by Astra and 5.6 Sol.

Guillermo Rauch
@rauchgArchived 2026.09.25Originally posted 2026.09.25
Guillermo Rauch @rauchgOriginally posted 2026.09.25
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Spend of OpenAI vs Anthropic vs Open (Vercel AI Gateway, last 2 months) • Anthropic still #1 in spend, but went 69% → 40% • OpenAI: 10% → 24% in spend • GPT-6 Astra + GPT 5.6 Sol are ripping • OpenAI now leads in tokens # • Kimi K3 + DeepSeek took ~half of Anthropic's loss • Opus 5.5 is up to 10% of spend in 2 days • OpenAI is 62% of image generations Watch here: http://token-race.vercel.app

x.com/rauchg/status/2103216656747262419Archived 2026.09.25 10:08