Morgan Stanley: Agentic AI Will Widen Chip Spending Beyond GPUs to CPUs
Morgan Stanley projects agentic AI could add up to $60B to the CPU market by 2030, reshaping data center buildout beyond traditional GPU demand.
Morgan Stanley
Morgan Stanley Report Warns 2026 Could Be the Year of an AI Capability Breakthrough, Triggering Market Disruption
A new Morgan Stanley research report argues that 2026 is shaping up to be a pivotal inflection point for artificial intelligence, with frontier model capabilities accelerating rapidly enough to disrupt labor markets, enterprise software, and capital allocation strategies across industries.
AI Job Cuts Hit Britain Hardest, Morgan Stanley Study Reveals
Morgan Stanley research shows UK experiencing 8% net job losses from AI, twice the international average, with significant impact on white-collar workers.
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