In a recent report, Morgan Stanley delved into the rapidly evolving landscape of AI's integration and its impact on various sectors. This comprehensive study, an update from their fourth-quarter 2023 survey, points to the shifts in AI exposure and materiality across a wide array of stocks, offering a detailed map of AI's rate of change.
This includes shifts in exposure from categories like"Adopter" to"Enabler." For instance, Morgan Stanley notes that AI “is now more material to 97% of Utilities coverage," signaling a substantial integration of AI technologies in this sector. This represents a dramatic increase from previous levels, reflecting the growing role of AI in enhancing operational efficiency and addressing power bottlenecks.
The report also details significant shifts in AI exposure and materiality by sector. Utilities, materials, and industrials have seen major changes, with a considerable number of companies reclassified as enablers or enabler/adopters. For example, the number of utilities tagged as enablers has increased from about 3% to over 30% in the past six months.
“In terms of industry drivers of productivity gains, our framework highlights that services-oriented pockets of the market possess a more significant opportunity with respect to AI-driven efficiency gains,” it adds.
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Source: CNBC - 🏆 12. / 72 Read more »