We've been counting the number of times that "AI" has been mentioned on the conference calls of mega-cap Tech names since ChatGPT was released in late 2022, and as shown below, there has yet to be a slowdown through Q1 2025.

Both Meta (META) and Alphabet (GOOGL) mentioned "AI" a record number of times on their Q1 earnings calls, while Amazon (AMZN) and Microsoft (MSFT) only mentioned it slightly less than the prior quarter.  Apple (AAPL) mentions "AI" the least often of the mega-caps, but its 11 mentions on this quarter's call was the highest since Q2 of last year.

NVIDIA (NVDA) was mentioning "AI" a lot on its calls well before ChatGPT's release, and it still led all of the mega-caps in mentions in Q4 2024.  NVDA is the last of the mega-caps to report later this month, so we'll find out then if it mentions "AI" the most once again this quarter.

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Google searches for "AI" absolutely skyrocketed in November 2022 when ChatGPT was first released, and as shown below, search interest continues to soar to new heights on a monthly basis.  If you thought interest in "AI" would begin to wane by now, think again.

And compared to Google searches for a term like "tariffs", which took off once President Trump took office in January, "AI" still dominates:

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