Chinese Models Capture 89% of US Enterprise Open-Source AI Spending: Menlo Ventures

The concentration is the story: two Chinese labs absorbing the bulk of US enterprise open-source model budgets suggests procurement decisions are being driven by capability or cost rather than provenance. That has obvious exposure for US vendors and for policy debates around reliance on foreign-developed models. Whether this split holds as domestic open-source alternatives mature, and whether sourcing concerns start influencing enterprise purchasing, are the open questions worth tracking.