Which companies discussed Physical AI in earnings calls?
2,165 companies mentioned physical ai across 3,800 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 | 272 |
| 2024Q4 | 522 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 528 |
Companies ranked by mentions
Representative quotes
…expanded since then to more generally what we call physical A.EYE. And lidar has certainly had a place in the broader market of physical AI, and that's where the sinking part of the machine interacts with the physical world. And I'll tell you, defense has been…
Slide 6, another part of growth with value for the customer is expanding our omnichannel coverage, reaching our customers not only through our physical stores, but also through our online sales channels. This year, we've made a big push to expand coverage, adding 200 new locations, which…
…making progress in our vision and our goal. And we hope to get there. William Kingsley Crane (Analysts): Soon we talk about physical AI. It's important to think about probabilistic versus deterministic and especially when you think about safety and some of the implications for human safety…
…country. That fixed cost base is underutilized today. We have meaningful opportunity to continue to push more units through that our existing physical infrastructure as well as to have our corporate technology functions support significantly higher volumes of units that we're selling today. So I think overhead…
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 (236)
- Communication Services (31)
- Consumer Discretionary (25)
- Industrials (24)
- Financials (23)
- Real Estate (15)
Related technology themes
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 (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.