Which companies discussed AI CapEx in Financials in earnings calls?
290 companies mentioned ai capex across 488 earnings calls in Financials over the past year, spanning 1 sectors. The most active were S&P Global Inc. (13 calls), Ares Management Corporation (6 calls), Moody's Corporation (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 |
|---|---|
| 2024Q4 | 33 |
| 2025Q1 | 87 |
| 2025Q2 | 48 |
| 2025Q3 | 73 |
| 2025Q4 | 77 |
| 2026Q1 | 142 |
| 2026Q2 | 111 |
| 2026Q3 | 118 |
| 2026Q4 | 57 |
Companies ranked by mentions
Representative quotes
…well in the first quarter of this year. We are doing it a little bit as well to sort of pull in some CapEx that we originally had planned for next year. We pulled it in a little bit in the quarter. Obviously, it will not have…
…talk about this, data reinforces all of that. Trumid's new issue data is expected from our perspective to more than strengthen our AI price and our dealer selection tools when we talk about SNAP+. Better data at the end of the day, gives clients the confidence…
…there is probably some crowding out of capital in the fixed income markets. That's a combination of just the insatiable demand for AI CapEx, coupled with sovereign yields widening, and I think people are just trying to figure out where the settles out. So I wouldn…
…synergies with Societe Generale on the side of costs. Let me be a little bit more specific here. Cybersecurity, public cloud, AI, global trends, heavy on CapEx and not yet fully delivered capabilities in banking sector in favor of cost savings or revenue generation. We don't believe…
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 Financials in the past year?
S&P Global Inc. (SPGI) led with 13 calls referencing ai capex, most recently on October 27, 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: October 30, 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.