According to the CEO Radar report by IoT Analytics (based on the analysis of over 5,000 Q3 earnings call transcripts from U.S.-listed companies), 45% of companies mentioned AI during the Q3 earnings season, a 23% increase compared to Q2. The fastest growth was seen in mentions of practical applications (like agentic AI automating tasks, directly driving operational efficiency and cost reduction): mentions of agentic AI accounted for 4%, up 40% quarter-over-quarter; AI agents reached 5%, up 20%. There’s absolutely no lack of demand for AI, and there’s absolutely no bubble. Acceleration is accelerating!