Artificial intelligence AI
An AI illustration.
  • AI is at an "inflection point" that could allow investors and companies tap into a $6 trillion opportunity, Morgan Stanley said. 
  • "We see AI accelerating digital transformation and tech diffusion across the economy," analyst Brian Nowak said in a note. 
  • Investors should focus on areas including e-commerce, public-cloud computing and advertising to ride the boom, the bank said.

Artificial intelligence is having a breakthrough moment and will revolutionize everything from online search to commerce and content, unlocking $6 trillion in tech investment potential, according to Morgan Stanley.

AI-driven search tools could power stronger recommendation engines for social media and e-commerce, create better content-production tools and improve shared-economy marketplaces for transportation and other services, the bank said in the note.