Which companies discussed AI CapEx in Real Estate in earnings calls?
187 companies mentioned ai capex across 331 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were American Tower Corporation (11 calls), Equinix, Inc. (9 calls), SBA Communications Corporation (8 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 | 25 |
| 2024Q4 | 29 |
| 2025Q1 | 52 |
| 2025Q2 | 32 |
| 2025Q3 | 68 |
| 2025Q4 | 58 |
| 2026Q1 | 115 |
| 2026Q2 | 74 |
| 2026Q3 | 51 |
Companies ranked by mentions
Representative quotes
…quarter, while the market benefited from hosting World Cup matches. Its performance continues to be primarily driven by the ongoing expansion of the AI industry, which is fueling corporate investment and business travel against the backdrop of a more constructive local environment, giving us confidence in the positive…
…think you kind of see it more of a -- on any big ROI projects. It's more of a maintenance CapEx that's going to be south of $200 million kind of on a run rate basis. As we think about some of these projects and certainly think…
…percentage on average of this VGV in these projects? That's the first one. And I imagine that you're using AI and automation in the program and also the CRM legacy -- so what can we still do with the program up ahead? Can we expect an impact…
…turn the apartment units. They're actually trying to strip what they can before they give it back to us. They stop CapEx, another property, they didn't do elevator repairs, so you couldn't get to the units on the top of the property. One property…
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 Real Estate in the past year?
American Tower Corporation (AMT) led with 11 calls referencing ai capex, most recently on July 28, 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 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.