The Bad PlaceUS Top News and Analysis | AI is going to change the video game industry. Morgan Stanley says these 4 stocks will be winners
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Artificial intelligence is poised to reshape the video‑game industry, with Morgan Stanley estimating that generative‑AI could slash development costs by half, creating a $22 billion profit opportunity while also lowering barriers to entry and intensifying competition. In its 63‑page report, the bank highlighted four U.S.‑traded winners: Sony, whose diversified portfolio, strong intellectual‑property base and recurring live‑service revenue position it to both withstand disruption and benefit from AI‑driven tailwinds; Chinese giant NetEase, noted as the leading game‑AI expert with a deep talent pool; Roblox, whose user‑generated‑game platform could be enhanced by AI tools; and AppLovin, which could gain value as advertising becomes crucial in a more crowded market. The report also named China’s Tencent and Korea’s NC Soft (now NC Corp.) as additional AI beneficiaries in gaming.
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