Morgan Stanley has recently updated its "Humanoid 100" stock list, including companies from the gaming and cybersecurity sectors. This expansion reflects the bank's broadened view of the humanoid robot concept beyond just chips and robotics. The list identifies key enablers of physical artificial intelligence.
The updated list, led by analyst Adam Jonas, now features Unity, Roblox, Take-Two, CyberArk, and Palo Alto Networks. Analysts believe that video game developers, as creators of hyper-realistic simulated worlds, will play a crucial role in training humanoid robots. Unity, a cross-platform game engine developer, aids in robot training within simulated environments. Roblox and Take-Two offer extensive player data and tools for creating robot training scenarios.
The inclusion of cybersecurity companies is based on the expectation that AI's deep integration into the physical world will significantly increase security events and threats. Cybersecurity firms are poised to benefit from the growth of IT assets, the rising number of "users" needing protection, and the widespread adoption of AI-driven attack technologies. Analysts suggest CyberArk will gain from the expanding enterprise tech landscape, while Palo Alto Networks will benefit from securing AI system access, cloud AI workloads, and AI-related network traffic.
