Morgan Stanley's Latest View: Open Source Models Are Not a Nightmare for Software Companies; Companies That Control Enterprise Context and Pricing Power Will Prevail

智通财经2026/10/27 01:21

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智通财经APP reports that the usage of open-weight artificial intelligence (AI) models continues to rise, and JPMorgan Stanley believes that companies such as CrowdStrike (CRWD.US), Datadog (DDOG.US), and Microsoft (MSFT.US) will capitalize on this wave of industry benefits.

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Morgan Stanley's Latest View: Open Source Models Are Not a Nightmare for Software Companies; Companies That Control Enterprise Context and Pricing Power Will Prevail

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