Which companies discussed AI CapEx in Materials in earnings calls?
285 companies mentioned ai capex across 443 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Solstice Advanced Materials, Inc. (7 calls), Element Solutions Inc (7 calls), MP Materials Corp. (6 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 | 17 |
| 2024Q4 | 48 |
| 2025Q1 | 61 |
| 2025Q2 | 48 |
| 2025Q3 | 67 |
| 2025Q4 | 108 |
| 2026Q1 | 134 |
| 2026Q2 | 107 |
| 2026Q3 | 67 |
Companies ranked by mentions
Representative quotes
…year in technology to improve safety. This includes our automation of mining equipment, write-down to vehicle dash cams, safety reporting software and AI analytics. And we're also working hard to enter now out as many safety hazard possible. So turning to our Q2 highlights. Actually, before…
…capital allocation strategy of investing for growth through CapEx and M&A, while returning cash to our shareholders. We invested $241 million in CapEx in the quarter as we expand production and improve efficiency to best serve customers. We had excellent contributions from PB materials our recently acquired…
…questions. And if not, please come back. Chetan Udeshi (Analysts): Can I clarify on your comment on energy price impact on margin in AI because energy price is still quite high in Q3. And I remember at some point in the past after 2022, you had those energy…
…facilities while simultaneously advancing the next phase of renewable energy investments across our operations. We have also commenced implementation of our enterprise-wide AI road map, combining targeted business use cases with capability building across the organization. Looking ahead, while the year has begun on a very strong…
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 Materials in the past year?
Solstice Advanced Materials, Inc. (SOLS) led with 7 calls referencing ai capex, most recently on July 30, 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 11, 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.