DeItaone forwarded Morgan Stanley's view that open-weight AI models will accelerate AI adoption and expand the market by lowering costs, rather than harming industry leaders; it is expected that open and closed models will coexist, and NVIDIA will remain the biggest winner.

Morgan Stanley believes that the rise of open-weight AI models such as Kimi K3, Qwen, and Llama will accelerate AI adoption by lowering costs, thereby expanding the market rather than harming industry leaders. The bank cited "Jevons' paradox," stating that cheaper AI will drive broader enterprise adoption. Morgan Stanley expects open and closed models to coexist, with 63% of enterprises already using both. The bank stated that regardless of which AI model architecture ultimately dominates, NVIDIA will be the biggest winner, as demand for AI computing infrastructure will continue to grow.