Morgan Stanley: Sự gia tăng của các mô hình AI mở trọng số sẽ thúc đẩy việc áp dụng AI bằng cách giảm chi phí

The Huoxing Finance report states that on August 4, Morgan Stanley said the rise of open-weight AI models such as Kimi K3, Qwen, and Llama will accelerate AI adoption by reducing costs, rather than eroding the competitive advantages of industry leaders. The bank believes that lower-cost AI will drive broader corporate adoption of AI technologies, citing the "Jevons Paradox" as evidence—that increased technological efficiency leads to greater overall demand. Morgan Stanley expects open-weight and closed-source models to coexist long-term, with 63% of enterprises already using both types. Additionally, the bank noted that regardless of which AI model architecture ultimately dominates, NVIDIA will be the biggest beneficiary, as demand for AI computing infrastructure continues to grow.