Which companies discussed AI CapEx in Industrials in earnings calls?
712 companies mentioned ai capex across 1,124 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (13 calls), RXO, Inc. (9 calls), Vertiv Holdings Co (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 |
|---|---|
| 2025Q3 | 185 |
| 2025Q4 | 239 |
| 2026Q1 | 405 |
| 2026Q2 | 295 |
Companies ranked by mentions
Representative quotes
…from Colorado with our key account customers. Tomorrow, we extend that reach to every customer in North America and superchargers with data and AI. Every hour, a wash stays running in perfect condition is even for our customers and loyalty for Mark 7 -- market where service revenue rights…
AI, you heard Amit. I mean, definitely, that is early innings, very positive, some of the results that Amit shared conservative in my mind. But -- there's a lot more to come from AI. And we're not even talking about physical AI, right? That's another lever…
…before us is substantial and well defined. India is targeting refining capacity of 450 MMTPA by 2013, whereas ONGC has also committed a CapEx of INR 1.5 lakh crore over 5 years. The government has -- the government trust on city gas distribution, petrochemicals and making India equipment manufacturing…
…expect the mix from OpEx and CapEx changing that much. And you will see also in our numbers today. We are below the 3% CapEx overall. When we look at technology and solution of this part is 15%, 20% of our CapEx. A big part is still related…
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: June 16, 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.