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DeepSeek enters the fight for token volume, Anthropic continues to dominate spend

DeepSeek enters the fight for token volume, Anthropic continues to dominate spend

AI X
DeepSeek has rapidly captured 17% of token volume on Vercel's AI Gateway, despite representing only 1% of total spend.
What: Data from Vercel's AI Gateway shows DeepSeek gaining significant market share in raw usage while Anthropic maintains dominance in total dollar spend.
Why it matters: The disparity between token volume and spend suggests developers are increasingly using lower-cost models like DeepSeek for high-volume tasks while reserving premium models for complex reasoning.
Deep dive
  • DeepSeek token share rose from <1% to 17% within a one-month period.
  • Anthropic remains the primary leader in total AI spend.
  • The data provides a real-world look at production AI usage versus leaderboard rankings.
Decoder
  • AI Gateway: A proxy service that sits between applications and AI model providers, offering logging, caching, and routing metrics.
Original article

DeepSeek enters the fight for token volume, Anthropic continues to dominate spend

Every month, AI Gateway routes tens of trillions of tokens between production applications and AI labs, giving us visibility into what AI usage actually looks like, separate from leaderboards and...

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