Microsoft, Meta, and IBM swap "AI" for "SI" in the same earnings week
As seen on the 24/7 Wall St. homepage on October 22, 2026.
Three of the biggest AI spenders rebranding the pitch in the same earnings week is a signal about how they plan to justify the next capex cycle.
Artificial intelligence is out. Super intelligence is in. In earnings releases this week, $MSFT, $META, and $IBM all ditched AI for SI. 🧐 https://t.co/fuTWChhXk2
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Microsoft, Meta, and IBM each swapped artificial intelligence for super intelligence in their October 2026 earnings releases, a coordinated shift across three of the heaviest capital spenders in technology.
Three companies of this scale introducing the same framing in the same week is a deliberate effort to shape how analysts, investors, and regulators read the next phase of spending.
Super intelligence is the vocabulary they will use to justify the next capex cycle.
Keep an eye on whether the shift carries into guidance and regulatory filings, because earnings-week language sets the spending narrative for the quarters that follow.