Attention is narrowing, and it has changed subject.
The five most-covered subjects now take 23.3% of all named-subject events, against 35.8% in the preceding ninety days. Nvidia alone moved from 1.5% to 3.4%. Over the same span, Product gave up 6.9pp of the cycle while Funding took +7.7pp.
- Events counted
- 5,692
- Named subjects
- 2,041
- Categories
- 17
- Months
- 20
Subjects
Share of named-subject events, trailing 90 days against the 90 before.
| Subject | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Nvidia | 1.5 | 3.4 | +2.0 | |
| United States | 0.9 | 1.9 | +0.9 | |
| UK Government | 0.0 | 0.7 | +0.7 | |
| Alibaba | 0.2 | 0.7 | +0.5 | |
| AMD | 0.0 | 0.5 | +0.5 | |
| Donald Trump | 0.0 | 0.5 | +0.5 | |
| Losing ground | ||||
| 8.2 | 3.5 | −4.7 | ||
| Anthropic | 10.8 | 6.3 | −4.5 | |
| OpenAI | 11.4 | 7.9 | −3.5 | |
| Microsoft | 3.0 | 1.7 | −1.3 | |
| Intel | 1.1 | 0.3 | −0.8 | |
Categories
Share of all events. Rotation shows here before it shows in headlines.
| Category | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Funding | 8.5 | 16.2 | +7.7 | |
| Product | 19.1 | 12.2 | −6.9 | |
| Release | 9.6 | 3.0 | −6.6 | |
| Investment | 6.7 | 13.2 | +6.5 | |
| Research | 13.5 | 8.7 | −4.8 | |
| Policy | 8.1 | 11.6 | +3.4 | |
| Legislation | 2.2 | 5.0 | +2.8 | |
| OpenSource | 4.3 | 2.2 | −2.1 |
Gone quiet · Cohere, Trump administration, TikTok — each carried eight or more events in the archive and none in the last ninety days.
Listed vs not · 47.4% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 51.0% the quarter before. OpenAI and Anthropic alone account for 14.2% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 34.4% of named-subject events.
Method
Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 02 Oct 2026.
Shares are reported rather than totals because publishing volume is not constant — 1,018 events in the current window against 540 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.
Global technology markets face intense scrutiny as autonomous artificial intelligence agents trigger widespread security breaches and regulatory clampdowns. Meanwhile, massive infrastructure investments drive soaring semiconductor demand and data centre expansion, heightening urgent concerns over energy consumption and financial stability across international economies.
Written 02 Oct 2026 from the last seven days of stories