2026-07-21

The Heavyweight Shift: Open Weights Go Trillion-Scale

AIOpen SourceData🌍 Global

After fitting curves to the whole arcade dataset, I wanted to test a sharper hypothesis: that open-weight models are going heavyweight β€” trillion-parameter scale β€” while staying competitive with the closed frontier and monetized through APIs. So I tracked down the parameter count of every open-weight release in the dataset (93 of 102 resolved; the sizes now live in the arcade database itself, as params_B and active_B fields, so future analyses get them for free).

Two terms matter before the math. These are open-weight models β€” weights downloadable under Apache 2.0, MIT, or custom licenses β€” which is not the same as open-source in the full sense (weights plus training data plus code; only OLMo 2, BLOOM, and Soofi S really qualify). And for the big ones, size means two numbers, not one: total parameters (what you store) versus active parameters per token (what you compute), because every model at this scale is a sparse Mixture-of-Experts.

The frontier doubles every 13 months

The running maximum of open-weight model size is startlingly regular: BLOOM 176B (2022) β†’ Falcon-180B β†’ Grok-1 314B β†’ Llama 3.1 405B β†’ DeepSeek-V3 671B β†’ Kimi K2 1T (July 2025) β†’ DeepSeek v4 1.6T β†’ Kimi K3 2.8T (last week). An exponential fit through those frontier points gives Γ—1.9 per year β€” doubling every ~12.8 months β€” with RΒ²=0.91. Extrapolated, the largest open model crosses 5T in early 2028 and 10T a year later. Qwen3.8's promised open release at 2.4T would land almost exactly on the curve.

Log-scale scatter of every open-weight language model's total parameters from 2022 to 2026, with an exponential frontier fit extrapolated to 5 trillion parameters in January 2028

The median release moved too: 65B (2023) β†’ 90B (2024) β†’ 235B (2025) β†’ 295B (2026). The heavyweight shift is not just the frontier β€” the whole distribution slid up.

The sparsity scissors β€” why "free weights + paid API" works

Here's the mechanism that makes trillion-scale open weights economically rational rather than charity. Since early 2024, total parameters of the big open MoEs grew ~16Γ—. Active parameters didn't move: they've stayed in a narrow ~30–55B band the entire time. Grok-1 ran 27% of its weights per token; DeepSeek-V3 cut that to 5.5%; the 2026 trillion-class runs ~3%; Kimi K3 activates 1.8% β€” 50B of 2.8T.

Chart showing total versus active parameters for open MoE models over 100B: totals climb from 300B toward 3T while active parameters stay between 10B and 90B

Serving cost scales with active parameters, so a 2.8T model costs roughly what a 50B dense model costs per token to run β€” but almost nobody else can afford the ~1.4TB of accelerator memory to hold the weights. Which means a lab can give the weights away and keep the API revenue: openness as marketing and ecosystem play, hosting as the business. That's exactly the pattern in the data β€” K3 at $15/M output tokens, GLM's Coding Plan, Qwen's Token Plan, DeepSeek V4 Pro at $1.74/$3.48 per million β€” and it's why "comparable to closed, but available via API" isn't a contradiction. It's the design.

And they are comparable now: K2.6 ties GPT-5.5 on SWE-Bench Pro at 80% lower cost, LongCat-2.0 beats it outright (59.5 vs 58.6), K3 sits third on GDPval behind only Fable 5 Max and GPT-5.6 Sol Max β€” ahead of Opus 4.8. Independent tracking puts open models at ~90% of closed capability for ~6Γ— less per call, with Chinese open models routing ~18T tokens a week against 5.5T for US closed models.

The trillion tier, from zero to category in twelve months

No open model had crossed 1T before July 2025. Since then: eight β€” Kimi K2, K2 Thinking, K2.5, K2.6, K2.7-Code, DeepSeek v4, LongCat-2.0, and K3, with Inkling at 975B a rounding error away and Qwen3.8 (2.4T) promised.

Stacked bar chart of open language releases at 100B or more per half-year, showing the trillion-parameter tier appearing in late 2025 and growing to five releases in the first half of 2026

But can you actually run any of this?

Classify every open language release by the cheapest hardware that can realistically run it at 4-bit quantization (~0.58 GB per billion parameters, as a rule of thumb: a 24GB RTX 4090 fits ~32B total, a 32GB 5090 ~48B; a sparse MoE runs at usable speed on CPU only if its active count is a few billion β€” you still need RAM for all the weights, but the compute per token is small):

Stacked share chart of open language releases per year by required hardware: the single-RTX class holds about a third, the multi-GPU middle shrinks from 73 percent in 2024 to 24 percent in 2026, and the datacenter-only class grows to a third

2026 is a barbell: a third of open releases fit on a single RTX card, a third are datacenter-only, and the multi-GPU middle collapsed from 73% (2024) to 24%. The local end has its own architecture now β€” the edge MoE, born this year: ~30B total with ~3B active. Qwen3.6-35B-A3B does 70–118 tok/s at 4-bit on an RTX 5090; Soofi S (31.6B/3.2B, hybrid Mamba-2) quantizes to ~18GB β€” that's a 24GB GPU or a CPU box with 32GB of RAM; DiffusionGemma 26B needs 16GB of VRAM; Gemma 4 31B and Ministral 3 round out the class. Three billion active parameters is little enough compute that CPU inference stops being a joke β€” the weights sit in ordinary RAM and the per-token work is what a laptop can do.

Between the poles, an enthusiast middle exists but it's thin: 1.8–2-bit dynamic quants put Kimi K2.5 on a 512GB M3 Ultra Mac Studio at ~10+ tok/s, and an EPYC box with one 4090 and ~384GB of DRAM sustains ~14 tok/s on a 671B-class model by keeping hot experts on the GPU and the rest in RAM. That trick tops out around K2 scale. For K3, even aggressive quants land at 650GB–1TB β€” "past every consumer hardware ceiling, including a 512GB Mac Studio".

What the internet is saying

The online discussion splits cleanly along that same barbell:

Predictions

  • Trillion-total becomes the standard open flagship tier by mid-2027. Zero β†’ two β†’ five per half-year, K3's full weights land July 27, Qwen3.8's open release is promised.
  • ~5T open frontier in early 2028, active still under ~100B. The binding constraint becomes memory to hold weights, not compute to run them β€” which entrenches the weights-free/API-paid model, because self-hosting the flagship stays out of reach for almost everyone.
  • The barbell widens. Expect every major lab to ship the pair: a trillion-scale flagship for the API and a ~30B/3B-active edge MoE for the community. The 100–700B middle keeps thinning β€” it's too big for a GPU and too small to be the best.
  • CPU inference goes mainstream for the edge class. At ~3B active, the bottleneck is RAM capacity, not FLOPs. A 32GB laptop runs a 30B-class MoE today; DDR6 and NPU offload make that boring by 2027.
  • The parity gap closes from below, not above. Open models already win on agentic/coding volume; closed labs keep the reasoning crown (Opus, GPT-5.x Pro, Gemini Deep Think). That split β€” open workhorses, closed frontier reasoning β€” survives 2027.

The honest caveats: nine frontier points is a small sample for a fit, nine of 102 open releases have undisclosed sizes (all product launches), the 4-bit memory rule is a rule of thumb that ignores context/KV-cache overhead, and the whole extrapolation assumes compute supply β€” export controls, ASIC availability β€” doesn't bend the curve. LongCat-2.0 trained on 50k Huawei Ascends precisely because that assumption is fragile.


Method: open-weight releases from the arcade dataset (102 after the audit additions), parameter counts collected per model (93 resolved; sizes now stored in the dataset), frontier fit by log-linear least squares on running-max points, hardware classes at Q4_K_M-style 4-bit quantization. Online-sentiment survey as of July 21, 2026 β€” key sources linked inline.

The Heavyweight Shift: Open Weights Go Trillion-Scale | Laura Martel