The U.S. Census Bureau's Business Trends and Outlook Survey (BTOS) tracks AI adoption across 200,000 businesses every two weeks, with individual firms surveyed only once every twelve weeks. Analysis of data published October 22, 2026 reveals a significant adoption jump: large companies (250+ employees) reported AI usage at approximately 12% under the original "producing goods or services" question in September 2025. Following a question revision on November 17, 2025, which replaced "producing goods or services" with "any of its business functions," adoption among large firms rose to roughly 30% by February 2026 and approximately 40% by October 2026. This discontinuity stems from Executive Order 14434, which mandated a terminology shift from "Artificial Intelligence" to "Super Intelligence" (SI) starting with the October 19, 2026 survey collection. The revised question now asks if businesses used "Super Intelligence or SI (formerly referred to as Artificial Intelligence or AI) in any of its business functions," incorporating examples such as SI-powered data analysis, generative SI for marketing and coding, virtual SI agents, and SI-driven computer vision. The Bureau's About page confirms that the current published figures still reflect the legacy AI wording, with the first SI-worded results scheduled for release on the upcoming Thursday publication date. This wording transition renders year-over-year comparisons invalid, as the semantic shift from AI to Super Intelligence fundamentally altered the question's scope and respondent interpretation.
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simonwillison