Attention is narrowing, and it has changed subject.
The five most-covered subjects now take 25.8% of all named-subject events, against 29.4% in the preceding ninety days. Nvidia alone moved from 2.3% to 3.9%. Over the same span, Product gave up 7.4pp of the cycle while Funding took +8.0pp.
- Events counted
- 5,344
- Named subjects
- 1,898
- Categories
- 17
- Months
- 19
Subjects
Share of named-subject events, trailing 90 days against the 90 before.
| Subject | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Nvidia | 2.3 | 3.9 | +1.6 | |
| Amazon | 0.4 | 1.2 | +0.8 | |
| DeepSeek | 0.6 | 1.2 | +0.7 | |
| Databricks | 0.0 | 0.6 | +0.6 | |
| CXMT | 0.0 | 0.6 | +0.6 | |
| SpaceX | 0.3 | 0.9 | +0.6 | |
| Losing ground | ||||
| 6.6 | 4.7 | −1.9 | ||
| Anthropic | 8.3 | 7.0 | −1.3 | |
| Meta | 3.1 | 2.0 | −1.1 | |
| Apple | 1.8 | 1.0 | −0.8 | |
| Atlassian | 0.7 | 0.0 | −0.7 | |
Categories
Share of all events. Rotation shows here before it shows in headlines.
| Category | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Funding | 6.1 | 14.2 | +8.0 | |
| Product | 21.2 | 13.8 | −7.4 | |
| Investment | 5.9 | 12.7 | +6.8 | |
| Release | 8.7 | 4.5 | −4.2 | |
| Research | 13.4 | 10.6 | −2.8 | |
| Leadership | 3.5 | 1.4 | −2.1 | |
| Restructure | 2.2 | 0.7 | −1.5 | |
| Security | 9.9 | 11.3 | +1.4 |
Gone quiet · Cohere, Trump administration, Huawei — each carried eight or more events in the archive and none in the last ninety days.
Listed vs not · 47.2% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 45.8% the quarter before. OpenAI and Anthropic alone account for 15.2% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 38.3% of named-subject events.
Method
Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 07 Sept 2026.
Shares are reported rather than totals because publishing volume is not constant — 804 events in the current window against 716 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 booms as billions flow into massive data centre financing, soaring chip manufacturing, and autonomous agent development. Simultaneously, escalating regulatory scrutiny, critical cybersecurity vulnerabilities, and widespread copyright lawsuits challenge the rapid commercialisation of frontier models across global markets.
Written 07 Sept 2026 from the last seven days of stories