Open Models Reach 56% of Vercel Tokens as Earnings-Call Mentions Rise 6x

Mentions of open models in the latest US earnings calls surged 6x year over year, according to a Financial Times report summarized by Techmeme. [1] Open models accounted for 56% of Vercel tokens in August. [1][2] AT&T reported that open models handled 40% of its AI workloads. [1][2] AI Weekly published its summary of the Financial Times figures on September 28, 2026, and categorized the item under open source, enterprise AI, and inference. [2]

Taken together, the figures show open models moving beyond corporate discussion: at Vercel and AT&T, they already represent substantial shares of measured usage and workloads. The clearest comparison is 56% of Vercel tokens in August versus 40% of AT&T’s AI workloads, but those measurements are not equivalent. The sixfold increase in earnings-call mentions supplies a broader corporate signal without establishing similar deployment levels across companies. What the sources don't address: which open models are being used, why they were selected, or how their cost, quality, and security compare with proprietary alternatives.