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Companies love to say “AI.”
You figured it was true, now we’ve got earnings-call data from the largest 500 companies to back it up, thanks to Factset. “AI” mentions began to spike in late 2022 just as OpenAI announced ChatGPT. Nvidia cited “AI” the most in Q4 2023 as it rode the brain-replacement wave to a record market cap. Apple — the company rumored to be partnering with Google or OpenAI — didn’t even make the top ten list.
1/2ChatGPT was announced in November 2022. Image: Factset
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