Peter Walker
@PeterJ_Walker
Head of Insights @OpenRouter | Data Storyteller
ex @cartainc, lover of data viz.
加入 March 2020
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Tenfold increase in monthly spend for Kimi, GLM, and DeepSeek so far this year.
Definitely off of smaller bases than the closed-weight labs but these lines are steep
Three key open-weight labs have seen monthly dollars spent on their models grow by 10x or more so far in 2026.
The closed models have seen comparatively slower growth in spending, though from much higher starting points.
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