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SI Exposure · SEC filings · Nov 11, 2026

How much big US companies talk about SI

99 of the 100 largest US companies filed at least one 10-K, 10-Q or 8-K that contains "artificial intelligence" in the last four full quarters (Q4 2025 to Q3 2026), and 9 have used the new name, "super intelligence" or "superintelligence", in an SEC filing. Micron Technology Inc. leads: 13 of its 14 filings (92.9%) contain the phrase. Across every SEC filer, 172 filings have used the new name, 63 of them since Executive Order 14434 of Sep 29, 2026. All counts come from SEC EDGAR full text search, Nov 11, 2026.

Updated Nov 11, 2026100 companiesSource SEC EDGAROpen data

The rankingFirst to say super intelligenceShare on X
100Companies tracked
99Old name, last 4 quarters
9New name, any filing
172EDGAR filings, new name
63Since EO 14434

Over time

The new name reaches SEC filings

Monthly count of SEC filings by any filer that contain "super intelligence" or "superintelligence", and how many of the 100 companies filed a 10-K, 10-Q or 8-K that contains "artificial intelligence" each quarter.

EDGAR filings that contain "super intelligence" or "superintelligence", by monthEvery SEC filer, any form, Jan 2023 to Nov 11, 2026. Source: SEC EDGAR full text search.
0204060Jan 23: Jan 23: : : : : Jul 23: Jul 23: : : : : Jan 24: Jan 24: : : : : Jul 24: Jul 24: : : : : Jan 25: Jan 25: : : : : Jul 25: Jul 25: : : : : 55Jan 26: Jan 26: 66: : 1010: 88: 77Jul 26: 66Jul 26: 1010: 99: 4242: 2020
How many of the 100 companies filed a 10-K, 10-Q or 8-K that contains "artificial intelligence"Per calendar quarter. Q4 2026 runs to Nov 11, 2026.
0255075100Q1 23: 3838Q1 23: 2727: 3232: 4040Q1 24: 7474Q1 24: 4646: 4242: 5252Q1 25: 8787Q1 25: 5656: 5757: 6161Q1 26: 9090Q1 26: 6363: 6767: 5757

The ranking

The 100 largest US companies, ranked

Ranked by the share of their 10-K, 10-Q and 8-K filings in Q4 2025 to Q3 2026 that contain "artificial intelligence" or the new name. Amendments are left out. Filter by sector, search, or sort any column.

100 companies
Counts from SEC EDGAR full text search, Nov 11, 2026. The companies are the 100 largest US companies by market cap in Nasdaq's stock screener on Nov 11, 2026.
1
Micron Technology Inc.MU · Technology
92.9%
13 of 14
1
2
Palantir Technologies Inc.PLTR · Technology
88.9%
8 of 9
0
Not yet
3
Arista Networks Inc.ANET · Telecommunications
88.9%
8 of 9
0
Not yet
4
S&P Global Inc.SPGI · Finance
81.8%
18 of 22
0
Not yet
5
Eli Lilly and CompanyLLY · Health Care
72.7%
8 of 11
0
Not yet
6
KLA CorporationKLAC · Technology
71.4%
10 of 14
0
Not yet
7
Pfizer Inc.PFE · Health Care
71.4%
10 of 14
0
Not yet
8
Cisco Systems Inc.CSCO · Telecommunications
66.7%
8 of 12
0
Not yet
9
McDonald's CorporationMCD · Consumer Discretionary
66.7%
8 of 12
0
Not yet
10
Tesla Inc.TSLA · Industrials
64.3%
9 of 14
5
Oct 19, 2026 DEFA14A
11
Procter & Gamble Company (The)PG · Consumer Discretionary
61.9%
13 of 21
0
Not yet
12
BlackRock Inc.BLK · Finance
61.5%
8 of 13
0
Not yet
13
Altria Group Inc.MO · Health Care
61.5%
8 of 13
0
Not yet
14
Analog Devices Inc.ADI · Technology
60.0%
9 of 15
0
Not yet
15
57.1%
8 of 14
0
Not yet
16
Sandisk CorporationSNDK · Technology
57.1%
8 of 14
0
Not yet
17
Meta Platforms Inc.META · Technology
53.3%
8 of 15
28
18
Danaher CorporationDHR · Industrials
52.9%
9 of 17
0
Not yet
19
Deere & CompanyDE · Industrials
50.0%
8 of 16
0
Not yet
20
Welltower Inc.WELL · Real Estate
50.0%
8 of 16
0
Not yet
21
Microsoft CorporationMSFT · Technology
50.0%
6 of 12
2
Nov 12, 2025 PX14A6G
22
T-Mobile US Inc.TMUS · Telecommunications
47.6%
10 of 21
0
Not yet
23
47.4%
9 of 19
3
24
Amazon.com Inc.AMZN · Consumer Discretionary
45.0%
9 of 20
0
Not yet
25
Salesforce Inc.CRM · Technology
42.1%
8 of 19
0
Not yet
26
CrowdStrike Holdings Inc.CRWD · Technology
41.7%
5 of 12
0
Not yet
27
Walmart Inc.WMT · Consumer Discretionary
41.2%
7 of 17
0
Not yet
28
Amphenol CorporationAPH · Technology
40.0%
8 of 20
0
Not yet
29
GE AerospaceGE · Technology
40.0%
6 of 15
0
Not yet
30
Applovin CorporationAPP · Technology
40.0%
4 of 10
0
Not yet
31
Verizon Communications Inc.VZ · Telecommunications
38.5%
10 of 26
0
Not yet
32
Marvell Technology Inc.MRVL · Technology
36.4%
8 of 22
0
Not yet
33
Lam Research CorporationLRCX · Technology
36.4%
4 of 11
0
Not yet
34
Gilead Sciences Inc.GILD · Health Care
35.7%
5 of 14
0
Not yet
35
33.3%
6 of 18
0
Not yet
36
Uber Technologies Inc.UBER · Consumer Discretionary
33.3%
5 of 15
0
Not yet
37
32.0%
8 of 25
0
Not yet
38
Applied Materials Inc.AMAT · Technology
30.8%
4 of 13
0
Not yet
39
Wells Fargo & CompanyWFC · Finance
28.6%
6 of 21
0
Not yet
40
Caterpillar Inc.CAT · Industrials
28.6%
4 of 14
0
Not yet
41
Amgen Inc.AMGN · Health Care
28.6%
4 of 14
0
Not yet
42
Intuitive Surgical Inc.ISRG · Health Care
28.6%
4 of 14
0
Not yet
43
Medtronic plc.MDT · Health Care
28.6%
4 of 14
0
Not yet
44
Intel CorporationINTC · Technology
27.8%
5 of 18
0
Not yet
45
26.7%
4 of 15
0
Not yet
46
QUALCOMM IncorporatedQCOM · Technology
26.7%
4 of 15
0
Not yet
47
Stryker CorporationSYK · Health Care
26.7%
4 of 15
0
Not yet
48
25.8%
8 of 31
0
Not yet
49
Broadcom Inc.AVGO · Technology
25.0%
4 of 16
0
Not yet
50
Booking Holdings Inc.BKNG · Consumer Discretionary
25.0%
4 of 16
0
Not yet
51
Apple Inc.AAPL · Technology
25.0%
3 of 12
1
52
RTX CorporationRTX · Industrials
25.0%
3 of 12
0
Not yet
53
Palo Alto Networks Inc.PANW · Technology
23.5%
4 of 17
0
Not yet
54
22.2%
4 of 18
0
Not yet
55
22.2%
2 of 9
3
56
NextEra Energy Inc.NEE · Utilities
21.9%
7 of 32
0
Not yet
57
AbbVie Inc.ABBV · Health Care
21.1%
4 of 19
1
58
Netflix Inc.NFLX · Consumer Discretionary
21.1%
4 of 19
0
Not yet
59
Alphabet Inc.GOOGL · Technology
20.0%
4 of 20
0
Not yet
60
Dell Technologies Inc.DELL · Technology
20.0%
4 of 20
0
Not yet
61
Citigroup Inc.C · Finance
20.0%
4 of 20
0
Not yet
62
Starbucks CorporationSBUX · Consumer Discretionary
20.0%
3 of 15
0
Not yet
63
McKesson CorporationMCK · Health Care
18.8%
3 of 16
0
Not yet
64
Morgan StanleyMS · Finance
18.2%
2 of 11
0
Not yet
65
Chevron CorporationCVX · Energy
17.6%
3 of 17
0
Not yet
66
Boeing Company (The)BA · Industrials
15.4%
2 of 13
0
Not yet
67
15.4%
2 of 13
0
Not yet
68
AT&T Inc.T · Telecommunications
15.0%
3 of 20
0
Not yet
69
Oracle CorporationORCL · Technology
13.3%
2 of 15
0
Not yet
70
12.9%
4 of 31
0
Not yet
71
12.5%
2 of 16
0
Not yet
72
NVIDIA CorporationNVDA · Technology
11.8%
2 of 17
0
Not yet
73
11.8%
2 of 17
2
74
Abbott LaboratoriesABT · Health Care
11.1%
2 of 18
0
Not yet
75
TJX Companies Inc. (The)TJX · Consumer Discretionary
10.0%
1 of 10
0
Not yet
76
Merck & Company Inc.MRK · Health Care
9.1%
1 of 11
0
Not yet
77
ConocoPhillipsCOP · Energy
9.1%
1 of 11
0
Not yet
78
Lowe's Companies Inc.LOW · Consumer Discretionary
9.1%
1 of 11
0
Not yet
79
Johnson & JohnsonJNJ · Health Care
8.3%
1 of 12
0
Not yet
80
Linde plcLIN · Basic Materials
8.3%
1 of 12
0
Not yet
81
GE Vernova Inc.GEV · Technology
8.3%
1 of 12
0
Not yet
82
Lockheed Martin CorporationLMT · Industrials
8.3%
1 of 12
0
Not yet
83
7.7%
1 of 13
0
Not yet
84
Costco Wholesale CorporationCOST · Consumer Discretionary
7.7%
1 of 13
0
Not yet
85
Home Depot Inc. (The)HD · Consumer Discretionary
7.7%
1 of 13
0
Not yet
86
Union Pacific CorporationUNP · Industrials
7.7%
1 of 13
0
Not yet
87
7.7%
1 of 13
0
Not yet
88
Newmont CorporationNEM · Basic Materials
7.7%
1 of 13
0
Not yet
89
PepsiCo Inc.PEP · Consumer Staples
7.1%
1 of 14
0
Not yet
90
Mastercard IncorporatedMA · Consumer Discretionary
6.7%
1 of 15
0
Not yet
91
Coca-Cola Company (The)KO · Consumer Staples
6.7%
1 of 15
0
Not yet
92
6.7%
1 of 15
0
Not yet
93
Southern Copper CorporationSCCO · Basic Materials
6.7%
1 of 15
0
Not yet
94
Walt Disney Company (The)DIS · Consumer Discretionary
5.6%
1 of 18
0
Not yet
95
5.3%
1 of 19
0
Not yet
96
Visa Inc.V · Consumer Discretionary
5.0%
1 of 20
0
Not yet
97
Prologis Inc.PLD · Real Estate
4.8%
1 of 21
0
Not yet
98
4.5%
1 of 22
0
Not yet
99
JP Morgan Chase & Co.JPM · Finance
3.4%
1 of 29
0
Not yet
100
0.0%
0 of 5
0
Not yet

First to say it

When each company first wrote "super intelligence" or "superintelligence"

9 of the 100 companies have filed an SEC document with the new name. Since Sep 29, 2026, the US government says Super Intelligence instead of artificial intelligence, so the first filing that uses it is a dated, public marker.

Average share of 10-K, 10-Q and 8-K filings that contain "artificial intelligence", by sectorQ4 2025 to Q3 2026. Sectors as Nasdaq lists them; companies per sector in brackets.
0%20%40%60%Telecommunications (5)Telecommunications (5): 51.3%51.3%Technology (29)Technology (29): 36.9%36.9%Finance (11)Finance (11): 32.4%32.4%Industrials (10)Industrials (10): 29.1%29.1%Health Care (17)Health Care (17): 28.9%28.9%Real Estate (2)Real Estate (2): 27.4%27.4%Consumer Discretionary (15)Consumer Discretionary (15): 24.4%24.4%Utilities (2)Utilities (2): 13.2%13.2%Energy (3)Energy (3): 8.9%8.9%Other (1)Other (1): 7.7%7.7%Basic Materials (3)Basic Materials (3): 7.6%7.6%Consumer Staples (2)Consumer Staples (2): 6.9%6.9%

  1. Meta Platforms Inc. (META), in an 8-K filing. 28 filings with the new name so far.

  2. Microsoft Corporation (MSFT), in a PX14A6G filing. 2 filings with the new name so far.

  3. Advanced Micro Devices Inc. (AMD), in an 8-K filing. 3 filings with the new name so far.

  4. Micron Technology Inc. (MU), in an 8-K filing. 1 filing with the new name so far.

  5. Tesla Inc. (TSLA), in a DEFA14A filing. 5 filings with the new name so far.

  6. Space Exploration Technologies Corp. (SPCX), in an 8-K filing. 3 filings with the new name so far.

  7. International Business Machines Corporation (IBM), in an 8-K filing. 2 filings with the new name so far.

  8. AbbVie Inc. (ABBV), in an 8-K filing. 1 filing with the new name so far.

  9. Apple Inc. (AAPL), in a 10-K filing. 1 filing with the new name so far.

About SI Exposure

How SI Exposure works

Every count is a search anyone can repeat on EDGAR full text search. The method, including which forms count and how quarters are cut, is on the method page. Every company page has a card you can embed.

What does SI Exposure measure?

How often the 100 largest US companies mention the technology in their SEC filings: the share of their 10-K, 10-Q and 8-K filings in the last four full quarters that contain "artificial intelligence", or the new name, "super intelligence" or "superintelligence", and when each first used the new name in any filing.

Where do the numbers come from?

From SEC EDGAR full text search, the SEC's own free search over every filing and its exhibits, and from each company's filing list at data.sec.gov. The companies are the 100 largest US companies by market cap in Nasdaq's public stock screener on Nov 11, 2026.

Why search for the full phrase "artificial intelligence"?

Two letters would match too many unrelated words, while the full phrase is exact. The new name is searched in both spellings, with a space and without, because filings use both.

Does a high share mean a company is good or bad?

No. The share counts mentions, not money, risk or quality. A company that mentions the phrase in a risk factor counts the same as one that builds the technology. Nothing here is financial advice.

How often is it updated?

The live table refreshes from EDGAR on the server every few days, a few companies at a time within the SEC's request limits. The snapshot on this page is from Nov 11, 2026.

Open data

Download and cite the data

How often the 100 largest US companies write "artificial intelligence", "super intelligence" or "superintelligence" in their SEC filings, by quarter since 2023, from SEC EDGAR full text search, Nov 11, 2026.

Citation ID
TSIO-D08-20261111
Version
2026.11.11
License
CC BY 4.0, credit "The SI Observatory, tsio.si"
Dataset page
tsio.si/data/si-exposure/
si-exposure-companies.csvsi-exposure-quarters.csvsi-exposure-new_name_filings.csvsi-exposure-all_filers_by_month.csvsi-exposure-all_filers_old_name_by_quarter.csvsi-exposure.jsonREADMECroissantCITATION.cff
Cite as APA
The SI Observatory. (2026). SI Exposure: SI in the SEC filings of the 100 largest US companies (Version 2026.11.11) [Data set]. https://tsio.si/data/si-exposure/v2026.11.11/ (Citation ID TSIO-D08-20261111)