Menlo Ventures Report: Chinese AI Models Account for 89% of Global Enterprise Spending on Open-Source Models…
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The Menlo Ventures report shows that Chinese AI models account for 89% of global enterprise spending on open-source models. Among them, Moonshot AI's Kimi ranks first with a 61% share, DeepSeek ranks second with 15%, and Zhipu GLM ranks third with 11%. Among Western models, the Meta Llama series has the highest share at only 7%.
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The Menlo Ventures report provides the share distribution of Chinese open-source models in enterprise spending, which can be compared against the commercialization position of each model.
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2026-11-08 13:21 IT之家 - 潞源
IT之家 11 月 8 日消息，据《南华早报》前天报道，一项新研究显示，以月之暗面 Kimi 系列为代表的中国 AI 模型，在全球企业开源模型支出的占比为 89%，接近九成。
IT之家从原报道获悉，硅谷风投公司 Menlo Ventures 近期发布的报告指出上述观点。其中月之暗面 Kimi 以 61% 份额，在全球企业开源模型支出位居第一；深度求索 DeepSeek 以 15% 排名第二；智谱的 GLM 以 11% 位列第三。
相比之下，Meta Platforms 旗下的 Llama 系列是该领域市场份额最高的西方模型，但其在开源模型企业支出中的占比仅为 7%。