Agentic AI passages rose to 188 in 2026Q3
Analyzed SEC passages using agentic AI rose to 188 from 140 in the prior quarter, with AI infrastructure and data center power also climbing.
Analyzed SEC passages containing the literal phrase “agentic AI” rose to 188 in 2026Q3, from 140 in 2026Q2, across 81 company tickers. Those counts track appearances of selected phrases in analyzed filing passages. Filing coverage and passage boundaries vary across quarters. The 2026Q3 total sat above the average of the preceding seven quarters, 75.6 passages.
“AI infrastructure” also increased, reaching 102 passages from 49 in 2026Q2, with 53 company tickers contributing. That latest count exceeded the average of the preceding seven quarters, 38.3 passages. The phrase had already been well above that earlier-quarter mean in 2026Q1, when 119 passages appeared across 60 tickers.
“Data center power” rose to 13 passages in 2026Q3 from 9 in 2026Q2, with 10 company tickers. The latest reading was above the average of the preceding seven quarters, 4.1 passages. Breadth tickers for that phrase were 9 in 2026Q1 and 4 in 2026Q2 before the 10-ticker 2026Q3 count.
“GLP-1” increased modestly to 67 passages from 63 in 2026Q2, with 31 company tickers. The latest count was above the average of the preceding seven quarters, 63.9 passages. Distinct ticker counts remain breadth context only; one ticker can contribute multiple passages.