NuAxiSemiconductor trade intelligence
Chinese models capture 89% of US corporate spending in open-source AI
What happened
According to the "2026: The State of Enterprise AI" report released in early November by US venture capital firm Menlo Ventures, Chinese AI models have taken a dominant position as demand for open-source models grows among US businesses, accounting for 89% of US corporate spending on open-source AI models.
Impact and signal
Medium impactImpact score: 40/100
Affected components and suppliers
open-source AI models
open-source AIChinese AI modelsUS corporate spendingMenlo Venturesenterprise AI report
Source and time
Source: DigiTimes Asia · 11/11/2026 · View original source
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