Morgan Stanley warns 2026 AI leap could leave world unprepared
TL;DR Summary
Morgan Stanley warns of a non-linear leap in large language model capabilities that could arrive by 2026, potentially catching companies off guard even as AI tools proliferate. The bank cites rapid progress, OpenAI GPT-5.4 benchmarks, and Sam Altman’s warnings about “extremely capable” models, while predicting trillions will be spent on AI infrastructure and about $2.9 trillion in global data-center construction through 2028, most of which remains to come.
Topics:business#ai#artificial-intelligence#infrastructure#large-language-models#morgan-stanley#technology
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