Dataset · updated 2026-11-02

AI & Robots Mention Index

Counts of terms in public SEC filings. For each tracked company that files with the SEC, we count how often its annual and quarterly reports mention AI, robotics and physical-AI terms, per 10,000 words. It describes the wording of the filings only. It is not a signal, a rating or a recommendation.

Not investment advice. A term count says nothing about a company's business quality, prospects or share price. Filings differ in length and structure, and companies describe the same activity in different words. Read the linked filings themselves.

Companies with SEC filings

Filings counted

400

Filings counted from

2023-10-04

Last updated

2026-11-02

Showing AIRobotsPhysical AI terms. Rates are mentions per 10,000 words. Change is in rate points versus the company's previous comparable filing (annual vs annual, 10-Q vs 10-Q, 6-K vs 6-K).

Biggest risers this quarter

Latest counted filing filed between 2026-08-02 and 2026-11-02, ranked by the change in rate versus the previous comparable filing. A rise in mentions is a change in wording, not a forecast.

1

Broadcom+10.80

25.74 → 36.54 per 10,000 words

10-Q filed 2026-09-10 vs 10-Q filed 2026-06-09
2

Serve Robotics+9.62

8.88 → 18.50 per 10,000 words

10-Q filed 2026-08-06 vs 10-Q filed 2026-05-07
3

NVIDIA+8.85

30.38 → 39.23 per 10,000 words

10-Q filed 2026-08-26 vs 10-Q filed 2026-05-20
4

Micron Technology+6.84

11.63 → 18.47 per 10,000 words

10-K filed 2026-10-09 vs 10-K filed 2025-10-03
5

Super Micro Computer+3.94

5.43 → 9.37 per 10,000 words

10-K filed 2026-08-31 vs 10-K filed 2025-08-28
6

Oklo+2.44

2.13 → 4.57 per 10,000 words

10-Q filed 2026-08-07 vs 10-Q filed 2026-05-12
7

Marvell Technology+1.69

14.62 → 16.31 per 10,000 words

10-Q filed 2026-08-28 vs 10-Q filed 2026-05-28
8

Vistra+1.16

0.00 → 1.16 per 10,000 words

10-Q filed 2026-08-10 vs 10-Q filed 2026-05-08
9

Teradyne+0.97

7.11 → 8.08 per 10,000 words

10-Q filed 2026-10-30 vs 10-Q filed 2026-07-31
10

Novanta+0.43

0.00 → 0.43 per 10,000 words

10-Q filed 2026-08-05 vs 10-Q filed 2026-05-11

1

Serve Robotics+10.83

45.74 → 56.57 per 10,000 words

10-Q filed 2026-08-06 vs 10-Q filed 2026-05-07
2

Micron Technology+0.54

1.40 → 1.94 per 10,000 words

10-K filed 2026-10-09 vs 10-K filed 2025-10-03
3

NVIDIA+0.35

2.13 → 2.48 per 10,000 words

10-Q filed 2026-08-26 vs 10-Q filed 2026-05-20
4

Intuitive Surgical+0.22

10.49 → 10.71 per 10,000 words

10-Q filed 2026-10-21 vs 10-Q filed 2026-07-21
5

Symbotic+0.17

7.28 → 7.45 per 10,000 words

10-Q filed 2026-08-05 vs 10-Q filed 2026-05-06

1

Micron Technology+0.19

0.00 → 0.19 per 10,000 words

10-K filed 2026-10-09 vs 10-K filed 2025-10-03
2

Ouster+0.10

2.89 → 2.99 per 10,000 words

10-Q filed 2026-08-06 vs 10-Q filed 2026-05-05

Leaderboard

Select a column heading to sort. Sparklines show the rate in every counted filing since 2023-10-04.


NVIDIA	AI chips	10-Q 2026-08-26	39.232.480.00	+8.85+0.35−0.53
Broadcom	AI chips	10-Q 2026-09-10	36.543.010.00	+10.80−0.06±0.00
Cerebras Systems	AI chips	10-Q 2026-08-12	32.810.160.00	−0.43±0.00±0.00
AMD	AI chips	10-Q 2026-08-05	24.270.000.00	−0.86±0.00±0.00
Arista Networks	Compute & power	10-Q 2026-08-05	20.730.510.00	−0.87±0.00±0.00
CoreWeave	Compute & power	10-Q 2026-08-12	20.360.150.00	−0.63−0.02±0.00
Ambarella	AI chips	10-Q 2026-09-04	19.368.170.60	−0.79−0.07−0.01
Serve Robotics	Service & autonomy	10-Q 2026-08-06	18.5056.570.21	+9.62+10.83−0.23
Micron Technology	AI chips	10-K 2026-10-09	18.471.940.19	+6.84+0.54+0.19
Marvell Technology	AI chips	10-Q 2026-08-28	16.310.460.00	+1.69−0.01±0.00
Ouster	Sensors	10-Q 2026-08-06	13.471.992.99	+0.18−0.32+0.10
ASML	AI chips	20-F 2026-02-25	9.650.800.00	+5.81+0.12±0.00
Super Micro Computer	Compute & power	10-K 2026-08-31	9.370.100.00	+3.94±0.00±0.00
Teradyne	Industrial	10-Q 2026-10-30	8.0829.820.00	+0.97−0.57±0.00
Arm Holdings	AI chips	6-K 2026-07-29	7.692.050.00	+0.23−0.28±0.00
Qualcomm	AI chips	10-Q 2026-07-29	7.191.630.00	+1.89+0.64±0.00
Innoviz Technologies	Sensors	20-F 2026-03-04	4.8811.741.98	+4.12−3.88+1.98
Oklo	Compute & power	10-Q 2026-08-07	4.570.000.00	+2.44±0.00±0.00
TSMC	AI chips	20-F 2026-04-16	4.040.260.00	+1.62±0.00±0.00
Sony Group	Sensors	20-F 2026-06-18	4.030.260.09	+2.04+0.17+0.09
Mobileye	Service & autonomy	10-Q 2026-10-29	3.5736.480.40	−0.15−2.41−0.01
Pony AI	Service & autonomy	20-F 2026-04-22	3.4629.530.14	+0.58+2.08+0.14
Vertiv	Compute & power	10-Q 2026-10-28	2.830.000.00	+0.40±0.00±0.00
Zebra Technologies	Industrial	10-Q 2026-08-04	2.5611.080.00	−0.87−0.08±0.00
WeRide	Service & autonomy	20-F 2026-04-23	2.5024.510.21	+1.55−0.60+0.21
Hesai Group	Sensors	20-F 2026-04-24	1.2010.920.26	+0.92+0.31+0.26
Vistra	Compute & power	10-Q 2026-08-10	1.160.000.00	+1.16±0.00±0.00
Aurora Innovation	Service & autonomy	10-Q 2026-10-28	1.141.140.00	−0.07−0.07±0.00
Cognex	Sensors	10-Q 2026-08-06	0.900.900.00	−0.10−0.10±0.00
Teledyne Technologies	Sensors	10-Q 2026-10-23	0.730.730.00	−0.01−0.01±0.00
XPeng	Humanoids	20-F 2026-04-16	0.672.950.00	+0.06+0.12±0.00
Eaton	Compute & power	10-Q 2026-07-31	0.650.000.00	−0.08±0.00±0.00
Rockwell Automation	Industrial	10-Q 2026-08-04	0.641.930.00	−2.35−1.06±0.00
Symbotic	Industrial	10-Q 2026-08-05	0.447.450.00	+0.01+0.17±0.00
Novanta	Sensors	10-Q 2026-08-05	0.4327.290.00	+0.43−1.15±0.00
Intuitive Surgical	Service & autonomy	10-Q 2026-10-21	0.4010.710.00	±0.00+0.22±0.00
Aeva Technologies	Sensors	10-Q 2026-08-06	0.004.580.00	±0.00−0.56±0.00
Cameco	Compute & power	40-F 2026-03-19	0.000.000.00	±0.00±0.00±0.00
Constellation Energy	Compute & power	10-Q 2026-08-06	0.000.000.00	±0.00±0.00±0.00
GE Vernova	Compute & power	10-Q 2026-10-28	0.004.870.00	±0.00−0.19±0.00
Tesla	Humanoids	10-Q 2026-10-22	0.006.140.00	−14.54−0.53±0.00
Agility Robotics	Humanoids	Not available (no SEC filings)
Apptronik	Humanoids	Not available (no SEC filings)
Doosan Robotics	Industrial	Not available (no SEC filings)
FANUC	Industrial	Not available (no SEC filings)
Figure AI	Humanoids	Not available (no SEC filings)
Harmonic Drive Systems	Industrial	Not available (no SEC filings)
Keyence	Industrial	Not available (no SEC filings)
Siemens	Industrial	Not available (no SEC filings)
UBTech Robotics	Humanoids	Not available (no SEC filings)
Unitree Robotics	Humanoids	Not available (no SEC filings)
Yaskawa Electric	Industrial	Not available (no SEC filings)

11 of 52 tracked companies show "Not available (no SEC filings)": they are private, or listed outside the US without filing annual or quarterly reports on SEC EDGAR. Data: SEC EDGAR. Download the full dataset (JSON).

Methodology

What it is. Counts of terms in public SEC filings. Not a signal, rating or recommendation. Source: SEC EDGAR submissions API and the primary document of each filing (sec.gov/Archives).
Filings. Forms 10-K, 10-Q, 20-F, 40-F, 6-K. Filings made in roughly the last three years (3 x 365 + 30 days before the run date). 6-K filings are included only when the primary document is an inline-XBRL financial report with at least 2,500 words (in practice, interim reports). Other 6-Ks (press releases, notices, cover pages whose content sits in exhibits) are listed as excluded and not counted. Amended filings (10-K/A, 10-Q/A, 20-F/A) are not counted.
Text. HTML/inline-XBRL is stripped to visible text: scripts, styles, hidden elements and the hidden inline-XBRL header are removed. Exhibits are not included. Word count = runs of letters (numbers and symbols are not words; hyphenated or apostrophe words count once).
Matching. Case-insensitive whole-word or whole-phrase matches. Words in a phrase may be split by spaces, line breaks or hyphens. Within a group each occurrence counts once (e.g. 'generative AI' is not also counted as 'AI'). Groups are counted independently, so 'physical AI' counts in both the AI and Physical AI groups.
"AI". 'AI' counts only as a standalone token: not inside another word (e.g. 'said', 'AIG'), not glued to digits, and not as part of a dotted name or web domain (e.g. 'Pony.ai', 'C3.ai', 'x.ai').
Company names. The registrant's own name is removed before counting when it contains a counted term (Rockwell Automation, Serve Robotics, Pony AI). Other company and product names are counted as written.
Rate and change. Rate = group mentions / words x 10,000. Change = latest filing's rate minus the rate in the company's previous comparable filing (annual report vs annual report (10-K/20-F/40-F), 10-Q vs 10-Q, 6-K vs 6-K), in rate points per 10,000 words. Biggest risers = companies whose latest counted filing was filed within 92 days of the run date, ranked by change.
Updates. Refreshed weekly from SEC EDGAR. Each filing is counted once, when it first appears; earlier results are kept unless the method changes, in which case every filing is recounted. Method version 1.

Term groups

AI: generative AIartificial intelligencemachine learninglarge language model(s)LLM(s)AI
Robots: robot(s)robotic(s)humanoid(s)automationautonomous
Physical AI: physical AIembodied AI

Limitations

Counts measure wording, not activity. Boilerplate such as risk factors can repeat terms across filings, and one product name can drive a count.
Annual reports and quarterly reports differ in length and content, so compare like with like: the change column does this.
Exhibits (for example press releases attached to a 6-K or 8-K) are not counted, and 8-Ks are not included.
Text extraction from HTML can occasionally merge or split words. Report an error.