Which companies discussed AI CapEx in Information Technology in earnings calls?

618 companies mentioned ai capex across 1,427 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (16 calls), Sandisk Corporation (14 calls), Intel Corporation (13 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Companies ranked by mentions

Representative quotes

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 Information Technology 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 →

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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.