[US venture capital institution report: Enterprise AI spending is expected to reach US$177 billion, with nearly 90% of open source model spending going to Chinese models] On November 6, US venture capital institution Menlo Ventures released the "Enterprise AI Development Status in 2026" report stating that enterprise AI spending is expected to reach US$176.8 billion in 2026. Among them, the AI ​​application market size is US$77.3 billion, spending on programming AI applications reaches US$34 billion, and enterprise AI chatbot spending is US$25 billion. The report also shows that 89% of U.S. companies’ spending on open source models goes to Chinese models. Among them, Dark Side of the Moon's Kimi accounts for 61%, DeepSeek accounts for 15%, and GLM's GLM accounts for 11%.