Morgan Stanley predicts an annual efficiency gain due to artificial intelligence of around $ 920 billion, which corresponds to almost a third of the expected profits in 2026. The analysts distinguish two AI types: agent KI (Agentic AI), which make decisions independently and should contribute around $ 490 billion to grow the value, as well as embodied AI (Embodied AI) in the form of humanid robots, which generate an estimated $ 430 billion dollars. Morgan Stanley expects a potential for value of up to $ 16 trillion for the US stock market over a decade.
The increase in yield arises from massive cost reductions, for example by reducing human routine activities, but also from new sources of sales that result from faster product developments and compacted value chains. The classic tech industries do not primarily benefit, but above all less technology-intensive sectors such as basic consumption goods sales, real estate management and the transport sector. The AI leads to structural change in the labor market: While human labor is replaced in routine areas, new roles such as Chief Ai Officer, hybrid product manager or smart grid analyst are created.
Morgan Stanley emphasizes that this transformation does not take place at short notice, but for years. AI technology is continuously better, companies implement them on a broad front, which creates significant competitive advantages in the long term. At the same time, the bank warns that up to 90% of all jobs are influenced by the AI, be it through automation, augmentation or realigning activities.
The forecast draws a future in which AI is a fundamental force for added value and productivity, which shifts existing market structures and redefined industry. This presents companies with the challenge of not only integrating technologies, but also radically adapting their organization, employees and management concepts in order to survive in the increasing competition.
This change promises enormous chances of winning, but also brings social and economic challenges, in particular through changed labor markets and necessary investments in AI skills.
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