Morgan Stanley: “60%+ of enterprises use open-weight models as part of their stack.” The key takeaway is that open models are not replacing the AI ecosystem — they are expanding it. Many enterprises are adopting open-weight models for specific use cases where speed, security, customization, and frequent deployment matter. The AI race is becoming more diversified: $NVDA — powering the compute layer $MSFT — enterprise AI adoption $GOOGL — models, cloud, and AI infrastructure $AMZN — scalable cloud AI services $META — open-source AI ecosystem The future likely won’t belong to only closed or open models. The winners may be the companies enabling businesses to build, deploy, and scale AI efficiently. As enterprise AI adoption accelerates, demand for compute, cloud capacity, and infrastructure should continue growing. The AI story is evolving — not slowing down.
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