Chinese Models Lead U.S. Corporate Open-Source AI Spending, with Kimi and DeepSeek Ranking #1 and #2
Menlo Ventures' '2026 State of Enterprise AI' report shows that 89% of U.S. corporate spending on open-source models goes to Chinese models, with Kimi accounting for 61% and DeepSeek for 15%.
VolFlash analysis
🔒 Direction
Magnitude ●●●●○
Horizon Days
VolFlash engine · 14372ms
Chinese AI models capture majority of US enterprise open-source AI spending
- 89% of US enterprise open-source model spending flows to Chinese models; Kimi 61%, DeepSeek 15%
| Asset | Bias | Rationale |
|---|---|---|
| S&P 500SPX | 🔒 Members only | 🔒 Members only |
| KWEB ETFKWEB | 🔒 Members only | 🔒 Members only |
| TSMCTSM | 🔒 Members only | 🔒 Members only |
🔒 2 more key points, asset bias and rationale are members-only · Unlock full analysis
Watchlist
- Nasdaq-100 intraday volatility
- KWEB daily fund flow
- U.S. AI startup funding announcement frequency
What could invalidate this view
The invalidation conditions are members-only — knowing what would prove this wrong matters as much as the call itself. Unlock full analysis
Public information plus VolFlash reasoning. Not investment advice; no price targets.
Unified event
6 reports
6 outlets reported the same event; merged into one entry with a single analysis.
One email a day — don't miss the big ones
The 8 highest-severity events of the past 24h, with our read and source links. Unsubscribe anytime.
Related events
Published：2026-11-06 04:02:13 · Source：wallstcn · Automatically aggregated and analysed — verify against the original source.