Morgan Stanley: The rise of open-weight AI models will accelerate the popularization of AI by reducing costs.
1 hours ago
Morgan Stanley stated that the rise of open-weight AI models such as Kimi K3, Qwen, and Llama will accelerate the popularization of AI by reducing costs, rather than undermining the competitive advantage of industry leaders. The bank holds that lower-cost AI will drive broader corporate adoption of AI technology, citing the "Jevons Paradox" as its basis—where improved technical efficiency leads to greater overall demand. Morgan Stanley projects that open-weight models and closed-source models will coexist in the long term, with 63% of enterprises already using both types currently. Furthermore, the bank pointed out that regardless of which AI model architecture eventually dominates, Nvidia will be the largest beneficiary, as demand for AI computing infrastructure will continue to grow.
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