The Analysts

@sancompounding

@sancompounding · Thu, Aug 27

Sandeep Anand@SanCompounding
🚨 Open-weight models reached a record 62% of total token volume on the Vercel AI Gateway by August 2026. Token usage surged from 11% in April to 62% in August 2026 🚀 📈 Open weight Models are the new cost curve. Precisely justifies $NVDA $13 billion premium bid for Hugging ht
8d agoview on X ↗media on X

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Long BABA · Medium confidence

Confidence

Medium0.84

Counted from

Fri, Aug 28 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 7 · counts fully until Sep 10 · fades out by Oct 8