Attention is narrowing, and it has changed subject.
The five most-covered subjects now take 37.9% of all named-subject events, against 26.7% in the preceding ninety days. Google alone moved from 4.6% to 8.7%. Over the same span, Policy gave up 7.1pp of the cycle while Funding took +5.3pp.
- Events counted
- 4,855
- Named subjects
- 1,688
- Categories
- 17
- Months
- 18
Subjects
Share of named-subject events, trailing 90 days against the 90 before.
| Subject | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| 4.6 | 8.7 | +4.1 | ||
| OpenAI | 8.7 | 11.6 | +2.9 | |
| Microsoft | 1.6 | 4.1 | +2.5 | |
| Anthropic | 8.6 | 10.4 | +1.8 | |
| DeepSeek | 0.2 | 1.4 | +1.2 | |
| Nvidia | 1.9 | 2.9 | +1.0 | |
| Losing ground | ||||
| United States | 2.6 | 1.2 | −1.4 | |
| Intel | 1.1 | 0.4 | −0.7 | |
| Oracle | 0.7 | 0.0 | −0.7 | |
| Amazon | 1.7 | 1.2 | −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 |
|---|---|---|---|---|
| Policy | 16.6 | 9.5 | −7.1 | |
| Funding | 3.9 | 9.3 | +5.3 | |
| Security | 6.9 | 10.4 | +3.5 | |
| Product | 21.3 | 18.7 | −2.6 | |
| OpenSource | 1.4 | 3.5 | +2.1 | |
| Leadership | 4.3 | 2.7 | −1.6 | |
| Research | 11.1 | 12.5 | +1.5 | |
| Investment | 7.6 | 9.1 | +1.5 |
Gone quiet · Oracle, UK Government, Cohere — each carried eight or more events in the archive and none in the last ninety days.
Listed vs not · 48.3% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 49.7% the quarter before. OpenAI and Anthropic alone account for 22.1% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 51.3% of named-subject events.
Method
Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 01 Aug 2026.
Shares are reported rather than totals because publishing volume is not constant — 518 events in the current window against 1,013 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 dominance accelerates as global tech giants commit hundreds of billions to infrastructure and data centres, while soaring capital expenditure triggers rising borrowing costs and market volatility. Meanwhile, regulators tighten compliance, and cost-conscious developers increasingly adopt disruptive Chinese models.
Written 01 Aug 2026 from the last seven days of stories