Tech firms are still obsessed with AI, with 7 times more mentions than in 2022
We refreshed our popular dataset on discussion of AI-related topics in earnings calls, now including data as of August 31st. We identify companies with high, low, or changing mentions of artificial intelligence from 2022 to 2024.
NVIDIA Corp $NVDA , unsurprisingly, tops the list and has been talking about AI consistently since 2022.
Among the top 100, the only three non-tech companies are Radnet Inc $RDNT , Coursera Inc $COUR , and Digital Realty Trust $DLR .
Asana Inc. $ASAN and Hackett Group Inc. $HCKT went from no AI-related mentions in 2022 to being in the 98th percentile and above for AI-related mentions in 2024.
Two healthcare firms – CareDx Inc. $CDNA and Lantheus Holdings Inc. $LNTH – have gone the other way and been quiet on the AI front recently .
On a sector level:
Tech firms are still obsessed with AI, with over 7 times more mentions than in 2022 (from 1117 to a whopping 8305).
Industrials (e.g. consulting, electrical equipment) and Comm. Services (e.g. internet, advertising) take the silver and bronze. However, mentions of AI from the tech sector alone are 5 times more than these two sectors combined.
Healthcare has moved to fourth on the list from second place in 2022.
Utilities, Materials, and Energy remain the bottom three as these companies tend to be indirect beneficiaries of AI compared to direct monetization.
The table below shows the top 10 non-tech subsectors with the highest mentions of AI:
To contrast the sector differences, we also included the AI mentions for all technology sub-sectors:
Access the full discussion of AI dataset here .
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