A Year of Media Coverage on the AI Boom

What does a year of media coverage say about the AI hardware boom?

We analyzed news, social media, and earnings-call transcripts for 29 companies from chip designers to server builders and data centers using our #MCPs. Five findings:

• Media sentiment cooled in June but stayed positive.

• 85% of these companies discussed the cost of running AI on their latest earnings calls. Executives brought it up 126 times; analysts asked about it 7 times.

• Executives sounded more confident reading prepared remarks (+0.77 on a -1 to +1 scale) than answering live questions (+0.43).

• The media treats cheaper tokens as good news for processor companies (TSMC, Intel, NVIDIA) and problematic for memory and server sellers (Micron, Dell).

• Individual investors on social media are more skeptical than the financial press.

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