It's not enough to talk about AI in general on earnings calls anymore. OpenAI in particular is the new buzzword, with 31 mentions on major corporate earnings transcripts so far this quarter, per an analysis by AlphaSense.

Why it matters: It signifies OpenAI's growing dominance over not just the AI ecosystem, but the market as a whole.

Zoom in: OpenAI sits at the center of the biggest tech companies powering the S&P 500. • It has partnerships with Microsoft, Nvidia, AMD, CoreWeave, Oracle and Broadcom. • These partnerships could evolve into "coopetition" as OpenAI is working to vertically integrate, working to design its own chips and build out its own data center capacity. • It also acquired Jony Ive's design firm, io, to develop its own line of AI-native consumer devices, signalin

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