Morgan Stanley: Open AI Models Expand Market

MORGAN STANLEY: OPEN AI MODELS EXPAND THE MARKET Morgan Stanley says the rise of open-weight AI models such as Kimi K3, Qwen, and Llama should accelerate AI adoption by lowering costs, not hurt the industry's leaders. " Morgan Stanley expects open and closed models to coexist, with 63% of enterprises already using both. It says Nvidia remains the biggest winner regardless of which AI model architecture prevails, as demand for AI computing infrastructure continues to grow.