Which companies discussed AI Inference Demand in earnings calls?
979 companies mentioned ai inference demand across 1,603 earnings calls over the past year, spanning 11 sectors. The most active were Advanced Micro Devices, Inc. (14 calls), Sandisk Corporation (13 calls), NVIDIA 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
Data table
| Quarter | Calls mentioning AI Inference Demand |
|---|---|
| 2024Q3 | 167 |
| 2024Q4 | 286 |
| 2025Q1 | 371 |
| 2025Q2 | 254 |
| 2025Q3 | 322 |
| 2025Q4 | 334 |
| 2026Q1 | 429 |
| 2026Q2 | 464 |
| 2026Q3 | 208 |
Companies ranked by mentions
Representative quotes
…fiber line and Mike. I believe you said there were roughly 6.4 million ounces in those properties. Is that correct for those inferred ounces. Mark Hill (Executives): Actually know what the breakdown of 6.4. I'll just go through the presentation before this. So I'll get back…
…audio technology into the PC gaming market for the first time. Taking together these achievements reinforce the strength of our Connect, Sense and Infer offering to enable physical AI use cases. While AI is creating exciting new opportunities for SIVA, connectivity remains the foundation of physical…
…preference for the East Coast, specifically the U.S. Northeast and the Midwest areas. We think those areas have tremendous energy resources and tremendous inference potential over the next couple of years and is going to be likely the areas where we see the greatest opportunities…
…step back for a moment and remind everyone what this is all for, because the essence of Imricor fits into 4 words: from inferring to visualizing. X-ray cath labs have carried this field for decades. They've enabled tremendous advances in cardiac care, but they have…
Frequently asked questions
What is AI Inference Demand and why are companies discussing it?
The compute spend that follows AI deployment — distinct from training. Critical for chips, networking and cloud economics.
Which company mentioned ai inference demand most in the past year?
Advanced Micro Devices, Inc. (AMD) led with 14 calls referencing ai inference demand, most recently on August 4, 2026.
How can I track ai inference demand 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 Inference Demand by sector
- Information Technology (264)
- Real Estate (30)
- Communication Services (23)
- Health Care (10)
- Materials (9)
- Industrials (7)
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 (inference, inference). 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.