CEO Mentions of Agentic AI Expand Beyond Tech

CEO mentions of agentic AI are growing and gaining traction beyond AI natives. This and other insights come from BCG’s CEO Data Point Interactive, which analyzes ~6,000 earnings call transcripts and 2,000+ keywords to track what’s gaining—or losing—momentum in CEO conversations globally.

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Fourth-Quarter Signals from the CEO Data Point Interactive

In Q4 2025, AI remained front and center, with agentic AI mentions diversifying across industries, led by North America. Rising computing demand is accelerating CEOs’ focus on data centers, power generation, and energy storage,  while cost discipline is overtaking cost-cutting as leaders look to fund growth and innovation. Mentions of tariffs are fading but still notable in some industries.

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