Which companies discussed AI CapEx in Real Estate in earnings calls?
173 companies mentioned ai capex across 334 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were American Tower Corporation (10 calls), Equinix, Inc. (9 calls), SBA Communications Corporation (8 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 | 24 |
| 2024Q4 | 29 |
| 2025Q1 | 52 |
| 2025Q2 | 32 |
| 2025Q3 | 68 |
| 2025Q4 | 58 |
| 2026Q1 | 115 |
| 2026Q2 | 74 |
| 2026Q3 | 58 |
Companies ranked by mentions
Representative quotes
…launch of a self-service content management system for the agent portals, and enhancements to digital marketing through a comprehensive SEO and AI search visibility audit, improving campaign measurement and lead attribution. In the second quarter, our Via Capitale brand orchestrated a province-wide digital awareness campaign…
…watch those 2 things come together. In a single quarter, we delivered a binding customer agreement with one of the leading names in AI compute, a new strategic alliance and premier contractors, enhanced liquidity on shareholder-friendly terms, hired the right CEO to lead the next stage…
…like-for-like value change of 0.2%, net of CapEx driven mostly by continued solid operational performance, supported by sufficient transaction activity. Including CapEx, the value like-for-like amount to 0.6%, this is reflected in the stable valuation parameters compared to December 2025. As of June…
Elias (Analysts): When you think about it here's something that I think about. I think you said that, what, 80% of the CapEx is going to go into the top 25 markets that fact. Raouf Abdel (Executives): That's correct. Michael Elias (Analysts): When I think…
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 Real Estate in the past year?
American Tower Corporation (AMT) led with 10 calls referencing ai capex, most recently on July 28, 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 13, 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.