According to a report from Dongcha Beating AI, Vercel CEO Guillermo Rauch announced that as of August 22, open source models accounted for 62% of AI Gateway Token traffic. This is a significant increase from 28.4% on June 24, more than doubling in just over two months; meanwhile, closed source models dropped from 71.6% to 38% during the same period. Vercel AI Gateway tracks the actual model usage on its platform and does not represent the entire AI market. At the same time, AI usage on Vercel is also surging. In July, the total Token volume increased by 59% month-over-month, with open source models now making up over one-third of the usage. DeepSeek has surpassed Google to become the second-largest model vendor in Token consumption. The combined Token volume of OpenAI and Anthropic is also accelerating. However, the profits are still going to closed source models. In July, open source models accounted for about 36% of Tokens but only 8.6% of expenditures; Anthropic utilized about 30% of Tokens while capturing 65.1% of the spending. In the future, cutting-edge closed source models may only account for 15% to 25% of Tokens but could capture 60% to 90% of the economic value.