You get an AI agent! And you get an AI agent! Everybody gets an AI agent! Just like Oprah giving away her favorite things, every tech vertical had something to say about AI agents in May. Cloud media discussed the role of agentic AI in automation, following comments from a Nvidia executive. Cybersecurity media explored the role of agents in threat detection. Microsoft rolled out new agent-powered workflows that drew interest from connectivity reporters. And most notably, Google’s rollout of the agent-powered AI mode within its search function had everyone’s attention. As Q2 wraps up and more announcements are expected this summer, the conversation on agentic AI is just hitting its stride.

Connectivity saw an increase in May as Nvidia’s strong earnings kicked off a global chip rally. Cloud, while down slightly, continued to hold the largest share of media coverage and was buoyed by Databricks’ acquisition news and IBM’s plans to go all in on an AI workforce. Cybersecurity also drew attention in May as internal budget cuts and a major leadership departure at the Cybersecurity and Infrastructure Security Agency raised concerns over the agency’s future. While still the smallest share, insurtech rose slightly following Thoma Bravo-backed Nearmap’s acquisition of insurance technology provider itel for over $1.3 billion, indicating that M&A activity may be heating back up.

#Cybersecurity spiked after Oracle’s breach, while #DeFi, #Crypto, and #Blockchain gained ground amid renewed interest in decentralized finance. #Web3 also picked up traction as discussions centered on user autonomy and data integrity. Broader themes like #Technology and #Innovation tied it all together, and #soonistheredpill hinted at a growing belief: a major tech shift is on the horizon. #Tech remains the constant.

Fintech continues to dominate the social conversation, with X (including posts from Grok, as well as significant bot responses) contributing to the majority of mentions, reach, and impressions. In May, all of our verticals received fewer mentions than the previous month but showed increases in impressions and reach, largely due to automated activity from spammy or bot accounts.

Bluesky is seeing steady conversation growth, accounting for 2-5% of mentions across all verticals. Reddit remains the second most active channel across all our verticals, with cloud, cybersecurity, and connectivity reporting that ~8% of mentions occur there. Insurtech sees a whopping 19% of mentions occur on Reddit.