Attention is narrowing, and it has changed subject.
The five most-covered subjects now take 29.8% of all named-subject events, against 28.9% in the preceding ninety days. Microsoft alone moved from 1.4% to 3.6%. Over the same span, Product gave up 6.0pp of the cycle while Funding took +7.6pp.
- Events counted
- 5,095
- Named subjects
- 1,789
- Categories
- 17
- Months
- 18
Subjects
Share of named-subject events, trailing 90 days against the 90 before.
| Subject | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Microsoft | 1.4 | 3.6 | +2.2 | |
| Nvidia | 2.0 | 3.0 | +1.0 | |
| DeepSeek | 0.3 | 1.4 | +1.0 | |
| 5.1 | 6.0 | +0.9 | ||
| Databricks | 0.0 | 0.8 | +0.8 | |
| SpaceX | 0.2 | 0.9 | +0.7 | |
| Losing ground | ||||
| Anthropic | 9.5 | 8.0 | −1.5 | |
| United States | 2.6 | 1.2 | −1.4 | |
| Oracle | 0.7 | 0.0 | −0.7 | |
| Atlassian | 0.5 | 0.0 | −0.5 | |
| xAI | 0.7 | 0.2 | −0.5 | |
Categories
Share of all events. Rotation shows here before it shows in headlines.
| Category | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Funding | 4.7 | 12.3 | +7.6 | |
| Investment | 4.4 | 11.6 | +7.1 | |
| Product | 20.8 | 14.9 | −6.0 | |
| Policy | 15.3 | 10.4 | −5.0 | |
| Leadership | 4.9 | 2.1 | −2.8 | |
| Security | 8.5 | 11.3 | +2.7 | |
| OpenSource | 1.7 | 4.1 | +2.3 | |
| Partnership | 6.9 | 5.1 | −1.8 |
Gone quiet · Oracle, Cohere, YouTube — each carried eight or more events in the archive and none in the last ninety days.
Listed vs not · 46.6% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 51.2% the quarter before. OpenAI and Anthropic alone account for 17.2% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 43.7% of named-subject events.
Method
Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 18 Aug 2026.
Shares are reported rather than totals because publishing volume is not constant — 666 events in the current window against 927 before it. Comparing raw counts across those windows would show a decline everywhere and mean nothing.
Subject labels are normalised onto head entities, so Google DeepMind and Google Cloud count as Google. Generic labels such as “AI” or “Big Tech” are excluded.
The archive, in its own words.
Artificial intelligence infrastructure demand surges globally, driving massive venture funding, corporate acquisitions, and soaring chipmaker profits. Meanwhile, tech giants accelerate data centre expansions, sparking widespread energy concerns, regulatory scrutiny, and ongoing debates over copyright compliance, model safeguards, and autonomous agent security.
Written 18 Aug 2026 from the last seven days of stories