Which companies discussed AI CapEx in Materials in earnings calls?
287 companies mentioned ai capex across 446 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Solstice Advanced Materials, Inc. (7 calls), Element Solutions Inc (7 calls), MP Materials Corp. (6 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 | 17 |
| 2024Q4 | 48 |
| 2025Q1 | 61 |
| 2025Q2 | 48 |
| 2025Q3 | 67 |
| 2025Q4 | 108 |
| 2026Q1 | 134 |
| 2026Q2 | 107 |
| 2026Q3 | 70 |
Companies ranked by mentions
Representative quotes
…equity ratio in that correspondent. So we are with the new feasibility study, the new economics associated with that study and the new CapEx estimate, EXIM will be making another evaluation to determine what level of debt to equity, they are willing to support for this project…
…gives a proportionate rate of 60,000-odd tons per quarter, is something which is achievable. Saket Kapoor (Analysts): Okay. And on the CapEx part also, [Foreign Language] INR 76 crores to INR 77 crores [Foreign Language]. So... Arihant Bothra (Executives): We have already incurred, invested only. Saket…
Department of Commerce, 1 of the 2026 targets we laid out in our Q1 earnings release. This financing is a milestone-based CapEx reimbursement program meaning we are reimbursed only after we achieve specific milestones. In our view, this protects the U.S. taxpayer and aligns private capital with…
…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…
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 Materials in the past year?
Solstice Advanced Materials, Inc. (SOLS) led with 7 calls referencing ai capex, most recently on July 30, 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 →
Related technology themes
Last updated: August 11, 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.