IT之家 · 智能时代T2·72 pts
- Chinese open-source models together hold 89% of global enterprise open-source model spending
- Kimi leads at 61%, with DeepSeek at 15% and GLM at 11%
- Llama, the top Western model, captures only 7%
HOT RADAR
industryHEAT 11.7°
AI CURATED HOT STORY · 11/8/2026
Menlo Ventures: Chinese Open-Source Models Capture 89% of Enterprise Spend, Kimi Leads
1 reports archived1 independent sourcesupdated 11/8/2026, 13:21:12
Synthesis & Latest Updates
1 Sources Cross-ValidatedA Menlo Ventures report finds that Chinese open-source AI models account for 89% of global enterprise open-source model spending, with Moonshot's Kimi leading at 61%, followed by DeepSeek at 15% and Zhipu's GLM at 11%. Meta's Llama, the top Western model, holds only 7%, signaling a clear shift of enterprise open-source adoption toward Chinese vendors.
LATEST/A Menlo Ventures report finds that Chinese open-source AI models account for 89% of global enterprise open-source model spending, with Moonshot's Kimi leading at 61%, followed by DeepSeek at 15% and Zhipu's GLM at 11%. Meta's Llama, the top Western model, holds only 7%, signaling a clear shift of enterprise open-source adoption toward Chinese vendors.
Hourly heat curve
2 fully observed hoursFewer than 3 fully observed hours; trend not plotted yet.