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

Two supplied headlines report Morgan Stanley’s view that CrowdStrike, Datadog, and Microsoft could benefit as use of open-weight AI models rises; no supporting analysis appears in the excerpts.

• The headlines identify CrowdStrike, Datadog, and Microsoft as potential beneficiaries of rising open-weight model use.· 2 sources
• The view is attributed to Morgan Stanley, abbreviated as “MS” in the headlines.· 2 sources
• The excerpts provide no estimates, explanations, or details about the companies’ expected gains.· 2 sources