Microsoft, Meta, and IBM swap "AI" for "SI" in earnings
Microsoft, Meta, and IBM replaced the term "artificial intelligence" with "super intelligence" in their October 2026 earnings releases. This simultaneous change in terminology across three of the largest technology capital spenders signals a coordinated effort to reframe their investment narratives. The companies appear to be using this new vocabulary to justify the next cycle of capital…
Key points
- Microsoft, Meta, and IBM swapped "AI" for "super intelligence" in October 2026 earnings releases.
- The coordinated terminology shift aims to justify the next capital expenditure cycle to investors.
- Analysts are watching if this language extends into future guidance and regulatory filings.
The shift suggests that "super intelligence" will become the standard framing for future spending plans. Observers are watching whether this language extends into financial guidance and regulatory filings, as earnings-week terminology often sets the tone for subsequent quarters. The move reflects a strategic attempt to align public perception with the scale of their upcoming infrastructure investments.
The story so far
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Microsoft, Meta, and IBM swap "AI" for "SI" in the same earnings week
247wallst.com · 22 October 2026
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