Which companies discussed AI CapEx in Industrials in earnings calls?
786 companies mentioned ai capex across 1,340 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (13 calls), Vertiv Holdings Co (10 calls), RXO, Inc. (9 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 | 100 |
| 2024Q4 | 182 |
| 2025Q1 | 236 |
| 2025Q2 | 141 |
| 2025Q3 | 227 |
| 2025Q4 | 298 |
| 2026Q1 | 428 |
| 2026Q2 | 337 |
| 2026Q3 | 126 |
Companies ranked by mentions
Representative quotes
…main hyperscalers in the market. The pump itself is used for in-rack cooling, so this is where you have high-performance AI processing going on, and you need to pump liquid through those processors to cool them down, so we are in rack with this product. This…
Radar & Electromagnetic Warfare aligns closely with our core technologies as these become alliance priorities, procurement programs tend to follow. Fourth, digitalization, cloud and AI. The future battlefield is networked, data-centric and software enabled, whoever sees first and decides faster, prevails. That is sensors plus software…
…levers as to how this for this market growth. green energy, some and then the AI and the data protection pushed by the government and the CapEx, which infrastructure spend, where the government is focusing on that. And of course, the PLS team . So ready…
…maintain good capital intensity and operating leverage with regards to the capital equipment deployed. We're very selective when we deploy CapEx, whether it's equipment, machinery, properties, fabrication facilities that it needs to generate certain minimum return thresholds for shareholders. And so yes, capital is going…
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 Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 13 calls referencing ai capex, most recently on June 11, 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 1, 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.