Open-weight AI won’t crimp demand for picks and shovels

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Some of the artificial intelligence boom’s biggest beneficiaries can cash in whether open models proliferate or not.

A wave of cheap and powerful Chinese open-weight AI models is causing a scare among investors in the AI boom. For a decent chunk of the tech universe, however, there is less to worry about than meets the eye.

The rapid advance of open-weight models, which make public a set of numerical values governing their behavior, is certainly a concern for closed-model developers. Those companies don’t allow changes to how their models operate, giving them tighter control over how they respond to queries.

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