Which companies discussed Physical AI in earnings calls?
2,320 companies mentioned physical ai across 3,751 earnings calls over the past year, spanning 11 sectors. The most active were NVIDIA Corporation (14 calls), Arista Networks, Inc. (12 calls), Intel Corporation (12 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 Physical AI |
|---|---|
| 2024Q3 | 279 |
| 2024Q4 | 522 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 469 |
Companies ranked by mentions
Representative quotes
…also happen inside a physical cage or inside a physical data center. It's not like that needs to move around the metro. So I think it's wait and see, but there's no doubt that AI is going to drive a ton of interconnection. Brandon Nispel…
Analysts): Great. That makes a lot of sense. Sumit, you had referenced this a few times this morning. What are your thoughts on physical AI, right? It's emerging category? It's getting a lot of attention. You're seeing a lot of semiconductor companies start to invest…
…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 AI and continues to be the entry…
…platform take rates naturally normalize over time, though we expect them to modestly improve in the second half of the year. AuthMax, our AI agent continue to scale rapidly spend growing 136% year-over-year on a pro forma basis, reflecting strong adoption across walled gardens. Our focus…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in the past year?
NVIDIA Corporation (NVDA) led with 14 calls referencing physical ai, most recently on May 20, 2026.
How can I track physical ai 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 →
Physical AI by sector
- Information Technology (242)
- Communication Services (31)
- Industrials (24)
- Consumer Discretionary (19)
- Financials (16)
- Real Estate (15)
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 (physical AI, physical ai). 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.