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The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.06Palanor: Geopolitical Stress59.7-0.25Palanor: Liquidity58.8+0.87Palanor: Capital Tightness46.4-1.11Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression52.8-0.63Palanor: Consumer Confidence47.1-1.44Palanor: US Dollar Strength46.5+0.01Palanor: Labor Heat63.20.00Palanor: Recession Vocabulary28.7+0.64Palanor: Uncertainty Index53.2-0.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.7+0.74Palanor: Reshoring Sentiment22.7-0.15Palanor: AI Substitution28.6+0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.8+0.43Palanor: Quit Pressure34.7-2.85The Mania Index88.00.00The Palanor Index57.5+0.37Cost Disease Spread33.20.00Palanor: US vs China49.4-0.05Rise of Socialism Index40.6-0.18The Bubble Memory98.5-0.00Palanor: Steward Confidence51.0+0.19The Long Watch90.30.00The Reshoring Index55.20.00The Capital Return Index80.2-0.77The Discourse Index74.3+1.91The Hesitation Index33.4+2.64Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index76.1-2.39The Boardroom Index81.7-0.84The Layoff Cycle Index35.6+2.75Capital Deployment Posture Index61.7-0.67The Consumer Health Index41.8+0.07Labor Hours Composite44.40.00The Dollar Erosion Index65.5-1.13Palanor: Risk Appetite35.4-0.76
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AI Labs’ Share of Gateway Traffic

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

Anthropic: 11% on Oct 22, 2026−33 pp since Oct 5, 2025

1 of 4 series is above their level a year earlier

YTD1y2y5y10y20yAll
Forecast availableOffContinuationForesight™
Show ▾
High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Oct 22, 2026

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

Share of one gateway’s tokens, not of the whole market. Cheaper models process more tokens per dollar, so token shares differ from spend shares. Source: Vercel AI Gateway Leaderboard (CC BY 4.0).

Which model makers handle the most work on one large AI gateway, counted in tokens rather than dollars. China-based labs, combined into one line, weigh far more by tokens than by spend because their models are cheap.

What this chart reads

Sources

Anthropic Share of AI Gateway Tokens. 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 Tokens. 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 Tokens. 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 Tokens. 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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