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Menlo Ventures report: Chinese AI models account for 89% of global enterprise spending on open-source models, with Ki...
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On November 8, IT Home, citing a report by the South China Morning Post, reported that the latest report released by Silicon Valley venture capital firm Menlo Ventures shows that Chinese AI models account for 89% of global enterprise spending on open-source models, close to 90%. The report also provides a ranking of enterprise open-source model spending shares, with Moonshot AI's Kimi, DeepSeek, and Zhipu's GLM occupying the top three positions. These figures put the distribution of global enterprise spending on open-source models under the spotlight.
Menlo Ventures is a Silicon Valley venture capital firm, and its report attracted attention after being reported by the South China Morning Post. IT Home learned from the original report that the study focuses on global enterprise spending on open-source AI models. The report's core conclusion is that Chinese AI models have already captured nearly 90% of the share in this field. The relevant data reflects the latest distribution of global enterprise spending on open-source models.
Specifically, Moonshot AI's Kimi ranks first in global enterprise open-source model spending with a 61% share. DeepSeek ranks second with 15%. Zhipu's GLM ranks third with 11%. All three companies are Chinese AI model providers, and they occupy the top three positions on the report's ranking.
In contrast, Meta Platforms' Llama series has the highest market share among Western models. However, the report shows that Llama accounts for only 7% of enterprise spending on open-source models. This proportion is significantly lower than those of Kimi, DeepSeek, and GLM. The gap between the highest-share Western model and the leading Chinese models is thus revealed.
From the perspective of spending share, Chinese AI models dominate the global enterprise open-source model market. Kimi leads with more than 60% share, while DeepSeek and GLM follow with 15% and 11%, respectively. Llama accounts for only 7%, indicating that enterprise spending in this field clearly flows to Chinese models. The report's data provide a new reference for understanding the competitive landscape of global open-source models.
The share structure listed in the report also shows that Chinese models not only account for nearly 90% overall, but the leading models also have a relatively prominent lead. Kimi, DeepSeek, and GLM rank in the top three, giving Chinese models a concentrated advantage in the enterprise open-source model spending ranking. By comparison, Llama, the Western model with the highest share, accounts for 7%. This distribution has become one of the most closely watched contents of the report.
The above data disclosed in the Menlo Ventures report have become the latest basis for observing global enterprise spending on open-source models. The nearly 90% share of Chinese models is the report's most closely watched conclusion. As enterprise spending on open-source models continues to evolve, relevant share changes remain to be observed in the future.
