Menlo Ventures report: nearly 90% of US enterprise open-source model spending goes to Kimi, DeepSeek and Zhipu
11/10/2026 — 11/12, 10:21·2 sources (all)·2 reports (all)
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- Menlo Ventures' 2026 State of Enterprise AI report estimates that 89% of US enterprise spending on open-weight models goes to Chinese models…
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Silicon Valley venture capital firm Menlo Ventures recently released its State of Enterprise AI 2026 report, in which it estimates that 89% of U.S. enterprise spending on open-weight large models goes to Chinese models. The finding is based on a survey of nearly 400 AI business leaders at U.S. companies, whose collective AI budgets exceed $4 billion. For now, only the headline conclusions of the report have been made public, with no further vendor responses or follow-up data.
AI-generated from 1 reports · updated 3 days ago
Latest turnA Menlo Ventures report on enterprise AI finds that 89% of US enterprise spending on open-source models goes to Chinese models, with Kimi at 61%, DeepSeek at 15% and Zhipu's GLM at 11%. According to Sci-Tech Board Daily, open-source models' share of enterprise token usage rose from 11% to 19% while their share of spending fell from 6% to 4%.
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A Menlo Ventures report on enterprise AI finds that 89% of US enterprise spending on open-source models goes to Chinese models, with Kimi at 61%, DeepSeek at 15% and Zhipu's GLM at 11%. According to Sci-Tech Board Daily, open-source models' share of enterprise token usage rose from 11% to 19% while their share of spending fell from 6% to 4%.
东方财富AI score 65
Menlo Ventures' 2026 State of Enterprise AI report, based on a survey of nearly 400 US enterprise AI leaders, estimates that 89% of US enterprise spending on open models flows to Chinese models. The respondents collectively oversee more than $4 billion in AI spending.
cnBetaAI score 55
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