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AI Labs’ Share of Gateway Spend

Share of spending on the Vercel AI Gateway by model maker, weekly average, %

Anthropic: 34% on Oct 21, 2026the lowest in data back to 2025−37 pp since Oct 5, 2025

1 of 4 series is above their level a year earlier

YTD1y2y5y10y20yAll
ForecastOffContinuationForesight™
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High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Oct 21, 2026

Plays the chart through its history. Pauses are where the data set a record or moved most.

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Share of one gateway’s traffic, not of the whole market. Source: Vercel AI Gateway Leaderboard (CC BY 4.0).

Which model makers developers are paying for on one large AI gateway. China-based labs are combined into a single line.

What this chart reads

Sources

Anthropic Share of AI Gateway Spend. Source: Vercel AI Gateway Leaderboard (https://vercel.com/ai-gateway/leaderboards), daily, from 1 October 2025. © 2026 Vercel. "AI Gateway Leaderboard Data" is licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Palanor stores each day's shares and derives the series shown here; the current, incomplete UTC day is never published.

OpenAI Share of AI Gateway Spend. Source: Vercel AI Gateway Leaderboard (https://vercel.com/ai-gateway/leaderboards), daily, from 1 October 2025. © 2026 Vercel. "AI Gateway Leaderboard Data" is licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Palanor stores each day's shares and derives the series shown here; the current, incomplete UTC day is never published.

Google Share of AI Gateway Spend. Source: Vercel AI Gateway Leaderboard (https://vercel.com/ai-gateway/leaderboards), daily, from 1 October 2025. © 2026 Vercel. "AI Gateway Leaderboard Data" is licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Palanor stores each day's shares and derives the series shown here; the current, incomplete UTC day is never published.

China-Based Labs' Share of AI Gateway Spend. Source: Vercel AI Gateway Leaderboard (https://vercel.com/ai-gateway/leaderboards), daily, from 1 October 2025. © 2026 Vercel. "AI Gateway Leaderboard Data" is licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Palanor stores each day's shares and derives the series shown here; the current, incomplete UTC day is never published.

Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.

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