{"id":"48dbffff-952c-4719-940b-631a9173b61a","name":"Morgan Stanley","slug":"morgan-stanley","description":"Global investment bank and wealth manager. Tracked for its research forecasts on humanoid robots and US data center power supply.","status":"public","founded":null,"hq":null,"hqLat":null,"hqLng":null,"hqGeocodedAt":null,"hqAddress":null,"hqPrecision":null,"website":"https://www.morganstanley.com","fundingTotal":null,"type":"brain","roles":[],"reviewStatus":"reviewed","heatIndex":0,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.benzinga.com/markets/prediction-markets/26/10/62174172/nvidia-broadcom-ai-power-shortage","title":"Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom, Morgan Stanley Says","sourceName":"Benzinga (citing Reuters)","publishedAt":"2026-10-05"},{"url":"https://www.ndtvprofit.com/business/nvidia-broadcom-shielded-from-us-power-crunch-memory-makers-exposed-morgan-stanley-12142289","title":"Nvidia, Broadcom Shielded From US Power Crunch; Memory Makers Exposed: Morgan Stanley","sourceName":"NDTV Profit","publishedAt":"2026-10-05"},{"url":"https://x.com/PSInvestor/status/2107165169549766926","title":"Morgan Stanley US data center net power shortfall 34% through 2028","sourceName":"X / @PSInvestor","publishedAt":"2026-10-05"},{"url":"https://www.morganstanley.com/insights/articles/humanoid-robot-market-5-trillion-by-2050","title":"Humanoids: A $5 Trillion Market","sourceName":"Morgan Stanley","publishedAt":"2025-05-14"},{"url":"https://x.com/Rewkang/status/2107189090345259110","title":"Morgan Stanley Robot Almanac: 1 billion humanoids","sourceName":"X / @Rewkang","publishedAt":"2026-10-05"}],"keyFacts":[{"label":"Data center power shortfall (reported, Oct 2026)","value":"Estimates a 34% net US data center power shortfall through 2028, about 32 GW, even after fuel cells and behind-the-meter generation, per Reuters."},{"label":"Shortfall effects (reported, Oct 2026)","value":"Does not see Nvidia's or Broadcom's 2027 forecasts at risk, but delays could push out memory, optical, power and analog component orders."},{"label":"Humanoid forecast (company-stated, May 2025)","value":"Over 1 billion humanoids in use by 2050, about 930 million industrial and commercial and 80 million in homes; China 302.3M, US 77.7M."},{"label":"Humanoid market (company-stated, May 2025)","value":"Above $5T by 2050 including supply chains and maintenance; adoption slow until the mid-2030s, accelerating in the late 2030s and 2040s."},{"label":"Humanoid cost (company-projected)","value":"About $200,000 per unit in 2024, falling to about $150,000 by 2028 and $50,000 by 2050."}],"aliases":["Morgan Stanley Research","MS"],"collisionRisk":"medium","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-10-05T20:58:38.941Z","updatedAt":"2026-10-10T21:04:24.308Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/morgan-stanley","url":"https://registry.deploy.report/companies/morgan-stanley","name":"Morgan Stanley","alternateName":["Morgan Stanley Research","MS"],"description":"Global investment bank and wealth manager. Tracked for its research forecasts on humanoid robots and US data center power supply.","identifier":"48dbffff-952c-4719-940b-631a9173b61a","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":5,"primary_source_types":[]}}}