Even with the groundswell of AI coverage over the last several months, virtually every tech story continues to focus on the topic. Cloud saw a 36% spike in AI coverage, driven by Snowflake’s $6B AWS infrastructure deal and the DoD’s AI-centered agreements with Nvidia, Microsoft, AWS, and Reflection AI. In fintech, enterprise mentions jumped 72% as coverage focused on large institutions deploying AI at scale. Cybersecurity coverage of AI rose 61% amid funding and product announcements, while connectivity became an AI infrastructure story; data mentions surged 800%. Each sector has its own AI angle, but the common thread is capital: Who’s investing, who’s raising funds, and who’s supporting the infrastructure for growing demand?

Much like Nvidia is a bellwether for the AI economy, it’s an accelerant for media coverage. Strong earnings, continued demand for compute, and more discussion about AI-related capital allocation from the company drove up Cloud and Connectivity’s respective shares of the conversation. Cybersecurity also saw an increase as antitrust scrutiny expanded beyond Google and Meta. Fintech and Insurtech both cooled down. Expect this trajectory to continue as we head towards more attention in Q2 earnings.

Enterprise AI adoption and AI-related cyber risk kept #AI at the center of May’s tech conversation, driving usage up roughly 29% MoM. Continued breach coverage and threat activity kept #cybersecurity at a high volume, showing sustained concern rather than a one-month spike. Crypto volatility and ETF tracking lifted fintech chatter, with #crypto up ~8%. #shorts also climbed about 16% as B2B tech teams continued using short-form video for explainers, demos, and market commentary. The standout, #sosovalue, is tied to SoSoValue’s crypto and ETF analytics platform as investors tracked market signals more closely in May.

May's conversations reflected a market moving from experimentation to implementation. Fintech remained the most active vertical as crypto momentum returned. Cloud and Connectivity discussions are increasingly centered on the infrastructure required to support AI at scale, from data centers to semiconductors and network capacity. Across sectors, the common thread was operational readiness: Companies were less focused on what AI could do and more focused on the systems, security, and infrastructure needed to deploy it responsibly.