Morgan Stanley

Morgan Stanley Report Flags Poor AI Investment Returns

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Fund managers tracking AI investment returns

The Brutal Reality Behind AI Investment Returns Despite a massive rush to deploy machine learning across global markets, a startling new study reveals that just 8 percent of fund managers are seeing measurable improvements in AI investment returns. Published jointly by Morgan Stanley and Oliver Wyman, the September 2026 BluePaper titled Breaking from the Pack: … Read more

Morgan Stanley Warns AI Infrastructure Limits Growth

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Global AI infrastructure power constraints

Morgan Stanley Warns AI Infrastructure Limits Growth The global race for AI infrastructure is hitting a significant roadblock, according to a recent report from Morgan Stanley. While many investors focus solely on chip production, the firm argues that the true bottleneck lies in access to electricity, financing, and data-center capacity. Specifically, the report highlights that … Read more