Chinese open-source AI models take 89% of US enterprise spend

The concentration is the story here: a single Chinese model family taking the clear majority of enterprise open-source spend suggests US buyers are optimizing for cost and capability over provenance, even amid ongoing policy scrutiny of Chinese AI. This matters most for domestic open-source vendors and for compliance teams weighing procurement against data-governance and security concerns. Whether that share holds as US and allied open-source alternatives mature, and how enterprise risk review evolves around Chinese-origin models, are the open questions worth tracking.