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Sunday, March 15, 2026
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industry Breaking Mar 15

Morgan Stanley Says AI Breakthrough Coming in First Half of 2026, Warns Most of the World Is Not Ready

Morgan Stanley published a research report warning that a transformative leap in artificial intelligence capabilities is imminent and that most institutions, markets, and governments are not prepared for its consequences. The investment bank's analysis centers on what it calls the Intelligence Factory model, which projects that the concentration of compute power at America's top AI labs is approaching a threshold that will produce qualitative breakthroughs in AI performance.