Which companies discussed AI CapEx in earnings calls?
3,375 companies mentioned ai capex across 5,649 earnings calls over the past year, spanning 11 sectors. The most active were Arista Networks, Inc. (16 calls), Rockwell Automation, Inc. (13 calls), Sandisk Corporation (13 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 |
|---|---|
| 2025Q3 | 999 |
| 2025Q4 | 1,212 |
| 2026Q1 | 1,950 |
| 2026Q2 | 1,488 |
Companies ranked by mentions
Representative quotes
…capabilities to drive efficiency in our cost to serve. We're working with a third-party partner to augment our support functions with AI and automated capabilities improving responsiveness and efficiency while freeing our teams to focus on higher-value customer interactions. Alongside these 3 areas, we continue…
…into losses. So I was going through our investments and there are some unquoted shares investments as well as several of AI that we have invested in private credit institutions and some of -- what is the policy to ensure that those amounts does not result in loss…
…with high levels of overseas customer investment. In terms of our investment last year, where we put in around GBP 8.5 million of CapEx and that was predominantly to support the CPH acquisition from the year before. And pleasingly, that business continues to outperform our pre-acquisition expectations…
AI, where there's been two impacts on it. The first is the disintermediation risk and the second is the boom in AI CapEx we've seen. If we start with the disintermediation risk, Anthropic and Claude launched a number of software tools such as Claude Code…
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 the past year?
Arista Networks, Inc. (ANET) led with 16 calls referencing ai capex, most recently on June 3, 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 →
AI CapEx by sector
- Information Technology (239)
- Industrials (44)
- Real Estate (38)
- Communication Services (36)
- Financials (23)
- Consumer Staples (13)
Related technology themes
Last updated: June 15, 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.