Attention is narrowing, and it has changed subject.
The five most-covered subjects now take 30.1% of all named-subject events, against 28.2% in the preceding ninety days. Microsoft alone moved from 1.6% to 3.6%. Over the same span, Policy gave up 5.1pp of the cycle while Investment took +6.9pp.
- Events counted
- 5,063
- Named subjects
- 1,777
- Categories
- 17
- Months
- 18
Subjects
Share of named-subject events, trailing 90 days against the 90 before.
| Subject | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Microsoft | 1.6 | 3.6 | +2.0 | |
| 5.2 | 6.3 | +1.2 | ||
| Nvidia | 2.0 | 3.1 | +1.1 | |
| DeepSeek | 0.3 | 1.4 | +1.1 | |
| Meta | 2.1 | 2.9 | +0.8 | |
| Databricks | 0.1 | 0.8 | +0.7 | |
| Losing ground | ||||
| Anthropic | 9.3 | 7.6 | −1.7 | |
| United States | 2.5 | 1.4 | −1.1 | |
| Oracle | 0.6 | 0.0 | −0.6 | |
| Atlassian | 0.5 | 0.0 | −0.5 | |
| xAI | 0.6 | 0.2 | −0.5 | |
Categories
Share of all events. Rotation shows here before it shows in headlines.
| Category | Then | Now | Movement | ±pp |
|---|---|---|---|---|
| Investment | 4.8 | 11.7 | +6.9 | |
| Funding | 4.9 | 11.6 | +6.7 | |
| Policy | 15.3 | 10.2 | −5.1 | |
| Product | 20.6 | 15.9 | −4.7 | |
| Security | 8.0 | 11.6 | +3.5 | |
| Partnership | 7.0 | 4.6 | −2.3 | |
| Leadership | 4.6 | 2.3 | −2.3 | |
| OpenSource | 1.8 | 4.0 | +2.2 |
Gone quiet · Oracle, Cohere, Trump administration — each carried eight or more events in the archive and none in the last ninety days.
Listed vs not · 45.6% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 50.8% 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 44.4% of named-subject events.
Method
Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 15 Aug 2026.
Shares are reported rather than totals because publishing volume is not constant — 649 events in the current window against 961 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.
Rapidly escalating artificial intelligence infrastructure demands drive massive global investments, surging power consumption, and sweeping semiconductor expansion. Meanwhile, regulators and security experts confront mounting cyber threats, autonomous agent risks, and intense geopolitical competition surrounding critical technology supply chains.
Written 15 Aug 2026 from the last seven days of stories