# Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS - Seeking Alpha

*Источник: Seeking Alpha*
*Дата: 2026-07-26*
*Язык: en*

**Кратко:** The rapid adoption of lower-cost open-source artificial intelligence models is changing how enterprises deploy AI, but UBS said the shift is unlikely to derail the broader AI investment cycle and could ultimately benefit chipmakers and cloud infrastructure providers even as it

The rapid adoption of lower-cost open-source artificial intelligence models is changing how enterprises deploy AI, but UBS said the shift is unlikely to derail the broader AI investment cycle and could ultimately benefit chipmakers and cloud infrastructure providers even as it

[Оригинал](https://seekingalpha.com/news/4618440-cheaper-ai-models-are-reshaping-ai-trade-but-demand-for-computing-remains-strong-ubs)