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Lyle Daly has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy.
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The Census Bureau reported that 23.8% of U.S. businesses used AI in September 2026, up from 3.7% in September 2023, when it started tracking AI adoption by industry.
Even though it may seem like businesses everywhere are integrating AI into their operations, the reality is more complicated. AI adoption is growing overall, but it's also shifting across industries, sizes, and locations.
In the September 2026 Census Bureau survey, 24% of businesses reported using AI, and 28% expected to use it in the next six months. Fewer than 4% of businesses reported using AI in the Census Bureau's September 2023 survey, its first on AI adoption.
Here are more details on companies using AI nationwide:
It's worth noting that the U.S. Census Bureau adjusted its survey wording in mid-2025, asking businesses whether they used AI in "any business function" rather than "to produce goods and services." The jump in usage and projected usage around that time period is likely due to the change in wording.
The information technology sector has the highest AI usage at 49%. This makes sense, considering companies in this sector are likely to be early adopters of new technology, and many major tech companies are also AI companies. Professional services companies are close behind, with an AI usage rate of 44%.
Industries with the lowest AI adoption are management (0%), agriculture (6%), and mining (8%).
Some industries have seen their AI adoption rates ebb and flow, with construction being a notable recent example. AI adoption in construction declined from the start of the year through May 2026, with only 10% of construction companies reporting AI use. That rose to 15% in September 2026, and construction is no longer among the bottom five industries for AI usage.
Although AI started out handling more white-collar job duties, its role in the workplace is expanding. In addition to construction, there's also growing use of AI in manufacturing, with 20% of companies in this sector having adopted AI.
Business size positively correlates with AI usage, as the largest firms have the highest adoption rates. Among companies with 250 or more employees, 44% reported using AI, up from 38% in August.
Although there's a narrative that AI levels the playing field and allows small businesses to compete with larger ones, AI adoption is significantly lower among small businesses. Fewer than a quarter of companies with fewer than 20 employees reported currently using AI.
Washington, D.C. has the highest AI adoption rate at 34%, followed by New Hampshire at 31%. The metro area with the highest AI usage is Minneapolis-St. Paul-Bloomington at 34%, followed by the San Francisco-Oakland-Berkeley area at 32%.
The bottom states are Rhode Island (0%) and West Virginia (14%). The metro areas with the lowest AI usage are New York-Newark-Jersey City (17%) and Detroit-Warren-Dearborn (20%).
Geographic rankings for AI usage change frequently. In August, Delaware was No. 1 with an AI adoption rate of 36%, but it has since fallen to 11th and a rate of 27%. The greater San Diego area was the top metro area for AI usage at 34%, but is now 15th at 27%.
Businesses have heavily incorporated AI into their written content, with an estimated 84% to 92% using it for writing and editing. Usage varies for other tasks:
Perhaps surprisingly, only a small portion of businesses (10% to 17%) use AI for coding.
More and more U.S. businesses report using AI, but growth isn't evenly distributed across industries and geographic areas. Certain sectors have picked up the pace with AI adoption, and so have the largest businesses. The states and metro areas leading in AI usage have also changed multiple times since the Census Bureau started tracking this data.
The AI industry itself is fast-moving. Shifting trends with AI business adoption provide insight into where the industry is going, making them worth monitoring for investors, particularly those with a sizable allocation to companies involved in the AI build-out, including semiconductor stocks, memory companies, and hyperscalers.
AI adoption is primarily a matter of relevance, not cost. The barriers cited by non-adopters make that clear: