Morgan Stanley Says the AI Breakthrough Is Already Happening — and Most of the World Isn't Ready

A few weeks ago, Morgan Stanley published what might be the most important - and most ignored - report of the year so far. The headline: a transformative leap in artificial intelligence is coming in the first half of 2026. The fine print: it may already be underway, and the rest of the world is largely asleep at the wheel. The Intelligence Curve Is Steepening Fast The investment bank's analysis centres on a simple but staggering premise: the compute being poured into AI model