Morgan Stanley projects agentic AI could add up to $60B to the CPU market by 2030, reshaping data center buildout beyond traditional GPU demand.

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.

Morgan Stanley research shows UK experiencing 8% net job losses from AI, twice the international average, with significant impact on white-collar workers.