SEC filings
Annual reports (form 10-K) filed with the US Securities and Exchange Commission that mention AI terms, from EDGAR full-text search, monthly since 2001: artificial intelligence, machine learning, generative AI and “our use of artificial intelligence”, plus cloud computing and blockchain as controls, the number of annual reports filed, and AI's share of them. Each point counts twelve months.
Each point counts the 12 months that end with it. Companies file annual reports in one season, so a single month is not comparable.
Share of annual reports that mention “artificial intelligence” derived
Annual reports (10-K)
A mention is not use. Many reports name AI only in their risk pages, and some name it only as a tool that attackers use against them.
Annual reports filed
Reports that mention “artificial intelligence”
Reports that mention “machine learning”
Reports that mention “generative AI”
Reports that say “our use of artificial intelligence”
Controls
Controls: two other technology words in the same reports. They are here to show how corporate language moves when the subject is not AI.
Reports that mention “cloud computing”
Reports that mention “blockchain”
Figures
| Series | Latest | Change | Min | Max | Coverage |
|---|---|---|---|---|---|
| Share of annual reports that mention “artificial intelligence” | 54.6% | +25.8% yr | 0.3% | 54.6% | Dec 2001 — Jul 2026 |
| Annual reports filed | 7.4k | −1.9% yr | 7.3k | 12.4k | Dec 2001 — Jul 2026 |
| Reports that mention “artificial intelligence” | 4.0k | +23.4% yr | 27 | 4.0k | Dec 2001 — Jul 2026 |
| Reports that mention “machine learning” | 2.1k | +30.5% yr | 1 | 2.1k | Dec 2001 — Jul 2026 |
| Reports that mention “generative AI” | 1.2k | +44.9% yr | 0 | 1.2k | Dec 2001 — Jul 2026 |
| Reports that say “our use of artificial intelligence” | 212 | +78.2% yr | 0 | 212 | Dec 2001 — Jul 2026 |
| Reports that mention “cloud computing” | 1.0k | +4.5% yr | 0 | 1.7k | Dec 2001 — Jul 2026 |
| Reports that mention “blockchain” | 673 | +45.7% yr | 0 | 674 | Dec 2001 — Jul 2026 |