Morningstar assesses AI risk as limited for major gaming technology suppliers
By SectorWire desk ·
Summary
Morningstar assesses artificial intelligence as a limited threat to land-based gaming and its technology suppliers. The assessment cites licensing protection, relationships with regulators and extensive leased-machine installations, particularly for Aristocrat ALL · AUD 63.02 2026-10-16 Data Gaming and Light & Wonder LNW · AUD 120.16 2026-10-16 Data, while identifying greater risks for weaker brands.
Why it matters
Morningstar identifies licensing protection, regulator relationships and leased-machine installations as limiting AI threats to suppliers, with weaker brands more exposed.