Which companies discussed AI CapEx in Information Technology in earnings calls?
556 companies mentioned ai capex across 1,427 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were
Arista Networks, Inc. (16 calls), Sandisk Corporation (14 calls), Intel Corporation (13 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…have multiple sockets per instance and we are going then to be able to capitalize similarly as we are on the data center AI trend. I would say that as a backdrop to that, our core industrial business, which is mostly traditional factory automation stuff, is actually doing…
…volt silicon carbide, it is the same 1,200 volt that we supply, for example, in automotive or in 800-volt systems and AI data center. It is fully fungible up until it gets to almost die, which is 2 weeks away from finished goods. If you think…
…know there was a couple of years where the market maybe grew a little bit less than it had historically as CapEx quickly shifted towards AI systems. And with the -- we've always, at AMD had the belief that server CPUs were going to -- and CPUs in general…
…leadership and especially with AI, this provides multiple paths to growth. So today, I think organically, we're sort of mid-single-digit plus, and that converts to sort of high single-digit cash flow just because of the margin and the low CapEx and working capital intensity…
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 Information Technology in the past year?
Arista Networks, Inc. (ANET) led with 16 calls referencing ai capex, most recently on August 4, 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 →
Last updated: August 12, 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.
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