Which companies discussed AI CapEx in earnings calls?
3,700 companies mentioned ai capex across 6,704 earnings calls over the past year, spanning 11 sectors. The most active were Arista Networks, Inc. (16 calls), Sandisk Corporation (14 calls), Lumen Technologies, Inc. (13 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning AI CapEx |
|---|---|
| 2024Q3 | 456 |
| 2024Q4 | 971 |
| 2025Q1 | 1,302 |
| 2025Q2 | 879 |
| 2025Q3 | 1,265 |
| 2025Q4 | 1,494 |
| 2026Q1 | 2,045 |
| 2026Q2 | 1,645 |
| 2026Q3 | 927 |
Companies ranked by mentions
Representative quotes
…years into machine vision, probably the category creator. And we see ourselves as the tech leader, especially also leading with the latest AI machine vision tools. We use machine version in factories and in warehouses to inspect like think about like defect inspection. We do identification like Barcode…
…year in technology to improve safety. This includes our automation of mining equipment, write-down to vehicle dash cams, safety reporting software and AI analytics. And we're also working hard to enter now out as many safety hazard possible. So turning to our Q2 highlights. Actually, before…
Aidan Daniels (Analysts): Yes. Just specifically on the CapEx refreshes, what are going to be the impacts of the coming years. Richard Wong (Executives): Operating one network, actually helps us quite a bit for the new AI and genetic workloads in terms of [Audio Gap] network…
…develop EUROPACE and with a lot of ideas, early implementations, products in a better stage to enhance the Europes experience for users with AI-based features. So this is what happened. We are in contact regarding MTP service for the personal loan business, not for the mortgage business…
Frequently asked questions
What is AI CapEx and why are companies discussing it?
Capital-expenditure commitments tied specifically to AI infrastructure — hyperscaler spend, factory modernization, vertical platforms.
Which company mentioned ai capex most in the past year?
Arista Networks, Inc. (ANET) led with 16 calls referencing ai capex, most recently on August 4, 2026.
How can I track ai capex mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
AI CapEx by sector
- Information Technology (249)
- Industrials (61)
- Communication Services (51)
- Real Estate (35)
- Materials (16)
- Consumer Staples (16)
Related technology themes
Last updated: August 10, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (AI CapEx, ai capex, AI capital expenditure, ai investment). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.