Morgan Stanley Expands Humanoid 100 List to Include Gaming, Cybersecurity Firms

Morgan Stanley has recently updated its "Humanoid 100" stock list, adding several companies from the gaming and cybersecurity sectors. This move signifies a broader approach to identifying key players in the humanoid robotics industry, extending beyond traditional areas such as chips and robotics.
The rationale behind this update is that these companies are seen as crucial enablers of physical artificial intelligence. The inclusion of gaming companies like
, , and Take-Two is based on their role in creating virtual reality worlds and their ability to train humanoid robots in simulated environments. These companies possess extensive player data and tools that can be utilized for robot training, making them valuable contributors to the development of advanced AI capabilities for humanoid robots.Cybersecurity companies, such as
and Pato Network, have been added to the list due to the anticipated increase in security threats as AI becomes more integrated into the physical world. These companies are expected to benefit from the growth in IT assets, the increasing number of users that need protection, and the proliferation of AI-driven technologies that expand the attack surface. CyberArk is poised to gain from the continuous expansion of enterprise technology infrastructure, while Pato Network will benefit from the need to secure employee access to AI systems, protect cloud-based AI workloads, and ensure the security of AI-related network traffic.In addition to these new additions,
has also removed some companies from the list, including Micron Technology and SK Hynix. The reason for their removal is that these companies have limited impact in the physical AI sector or are relatively smaller in scale compared to other companies on the list.This strategic shift by Morgan Stanley reflects a growing recognition of the diverse applications and potential of humanoid robots. By including companies from the gaming and cybersecurity sectors, the firm is positioning itself at the forefront of innovation in the humanoid robotics industry. This move not only broadens the scope of the "Humanoid 100" list but also provides a comprehensive resource for investors and industry stakeholders looking to capitalize on the transformative potential of humanoid robots.

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