Which companies discussed Data Centers in earnings calls?
6,608 companies mentioned data centers across 15,043 earnings calls over the past year, spanning 11 sectors. The most active were Arista Networks, Inc. (18 calls), Salesforce, Inc. (17 calls), Microchip Technology Incorporated (16 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 Data Centers |
|---|---|
| 2024Q3 | 1,430 |
| 2024Q4 | 3,119 |
| 2025Q1 | 3,507 |
| 2025Q2 | 2,550 |
| 2025Q3 | 3,134 |
| 2025Q4 | 3,539 |
| 2026Q1 | 4,104 |
| 2026Q2 | 3,911 |
| 2026Q3 | 1,961 |
Companies ranked by mentions
Representative quotes
…opportunity of approximately 2.4 gigawatts in the Central Valley. Using our Elk Hills power plant and adjacent infrastructure, we recently partnered with Beacon data centers, an energy-focused North American data center codeveloper, to advance the Golden Valley technology hub. The proposed 275-megawatt campus would span…
…going to get large in this market. But so far so good. Cristopher Kennedy (Analysts): And then similar to high-value centers, are there additional services that are required to kind of go after what you want to go after? Sebastian Gunningham (Executives): Yes, you have…
…form factor, but think about like glasses and other variables, which are in the making and part already launched. And then we see data centers swalbringing a complete new component into the what we so far called consumer electronics end market, right, which per se is not consumer…
…with while this PFS comes out? To Anita's a fair question in Europe, and that's why our share price is down centers. Well, I mean if you're -- if everyone's debating whether or not there's what the $2 billion…
Frequently asked questions
What is Data Centers and why are companies discussing it?
AI-driven build-out of hyperscale compute infrastructure: power, real estate, networking and the supply chain feeding it.
Which company mentioned data centers most in the past year?
Arista Networks, Inc. (ANET) led with 18 calls referencing data centers, most recently on August 4, 2026.
How can I track data centers 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 →
Data Centers by sector
- Information Technology (305)
- Industrials (123)
- Health Care (111)
- Communication Services (46)
- Financials (28)
- Real Estate (26)
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 (data center, data center, data centre, data centers, data centres). 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.