Microsoft, Sony among AI winners in games, Morgan Stanley says

A PlayStation 5 (PS5) video game console in Chiba, Japan. Game platforms including Microsoft Corp’s Xbox and Sony Group Corp’s PlayStation will be ‘the most clear-cut beneficiaries of AI adoption in the game industry’, according to Morgan Stanley. — Bloomberg

Game platforms including Microsoft Corp’s Xbox and Sony Group Corp’s PlayStation will be “the most clear-cut beneficiaries of AI adoption in the game industry”, according to Morgan Stanley.

Platform companies should be more insulated from risks of disruption posed by artificial intelligence, and will in fact likely become the primary means for distributing AI tools, analysts led by Matthew Cost wrote in a note. Others they see falling into this group include Unity Software Inc, Roblox Corp and Tencent Holdings Ltd.