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Morgan Stanley Sees Three Tech Firms Among Open-Weight AI Beneficiaries
CrowdStrike, Datadog and Microsoft are part of a wider group the bank believes may benefit as adoption increases.

Greater use of open-weight artificial intelligence models is the backdrop for a Morgan Stanley assessment that names CrowdStrike, Datadog and Microsoft as potential beneficiaries.
The bank’s view places the three companies within a broader group that may benefit from the trend. They are examples from that wider set, not a complete list of potential beneficiaries.