FT: Open Models Hit 56% of Vercel Tokens and 40% of AT&T AI Workloads, Earnings-Call Mentions Up 6x

FT reports mentions of open models in US earnings calls jumped 6x year-over-year, with open-weight models running 56% of Vercel's AI Gateway tokens in August (up from 7% in December) and now handling 40% of AT&T's AI workloads. AT&T says routing to cheaper open models cut inference costs by roughly 56%, and Coinbase reports saving about 50%. Enterprise spending is quietly shifting from OpenAI and Anthropic to Meta's Llama, Alibaba's Qwen and Z.ai's GLM, even as proprietary models still capture the majority of dollar spending.