AI风向有变，转个摘要。 CEOs are learning not to talk about AI

Corporate America appears to be slowly waking up to the fact that banging on about AI all the time is hurting, not helping. Bespoke tracked the mentions of AI in conference calls by Apple, Amazon, Alphabet (Google), Meta, Microsoft, and Nvidia, and discovered that chief executives are dialing down their mentions of AI.

“‘AI’ was mentioned 348 times this quarter. As shown below, that’s down quite a bit from the 401 ‘AI’ mentions last quarter, and it’s 102 fewer than peak ‘AI’ reached during the Q1 2025 earnings season,” the group said.