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Chinese AI models dominate open-weight spending, Kimi leads market

A report from Menlo Ventures indicates that Chinese open-source AI models have captured 89% of global enterprise spending on open-weight systems. Moonshot AI's Kimi model leads this market, accounting for 61% of the spending. Other significant contributors include DeepSeek at 15%, GLM at 11%, and Qwen at 3%. Meta's Llama was the top Western open-weight model, capturing 7% of the market, as prices for these models have decreased to $0.13 per million tokens. AI

IMPACT Chinese AI models are capturing a significant majority of the enterprise spending on open-weight systems, indicating a shift in the global AI landscape.

RANK_REASON Report on market share and spending in the AI sector. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on Mastodon — mastodon.social →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Chinese AI models dominate open-weight spending, Kimi leads market

How we ranked this

Signal score
8 / 100
Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket
Research
Report on market share and spending in the AI sector. [lever_c_demoted from significant: ic=1 ai=0.7]
Source corroboration
Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
Topics
model release, product
Editorial topic classification. Feeds into how the story surfaces on /topic/<slug> hub pages and into the per-entity coverage mix.
AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
Story freshness
Breaking (< 6h)
Fresh story with cross-source coverage still developing. Ranking may shift as more sources report.

Full methodology in our editorial standards.

COVERAGE [1]

  1. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    Chinese open-source AI models took 89 per cent of global enterprise spending on open-weight systems, led by Moonshot AI's Kimi at 61 per cent, in a Menlo Ventur

    Chinese open-source AI models took 89 per cent of global enterprise spending on open-weight systems, led by Moonshot AI's Kimi at 61 per cent, in a Menlo Ventures report. DeepSeek held 15 per cent, GLM 11 per cent and Qwen 3 per cent, while Meta's Llama led Western open models at…