CrowdStrike, Datadog, Microsoft among winners as open-weight model usage rises: MS

[AI logo place on abstract blocks] J Studios Open-weight artificial intelligence models have seen a rise in usage and Morgan Stanley believes that companies such as CrowdStrike (CRWD [https://seekingalpha.com/symbol/CRWD]), Datadog (DDOG [https://seekingalpha.com/symbol/DDOG]), Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]), and a host of others will benefit from the shift. “The promise for open-weight model adoption is not simply that models become cheaper—it is that the cost of producing useful intelligence falls while the volume of intelligence consumed can increase dramatically,” Morgan Stanley analysts wrote in a note to clients. The analysts added that the aforementioned trio, as well as Atlassian (TEAM [https://seekingalpha.