Which companies discussed AI CapEx in Information Technology in earnings calls?
554 companies mentioned ai capex across 1,498 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Sandisk Corporation (16 calls), Arista Networks, Inc. (13 calls), Western Digital 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 AI CapEx |
|---|---|
| 2024Q4 | 217 |
| 2025Q1 | 311 |
| 2025Q2 | 244 |
| 2025Q3 | 299 |
| 2025Q4 | 351 |
| 2026Q1 | 399 |
| 2026Q2 | 356 |
| 2026Q3 | 377 |
| 2026Q4 | 83 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Sandisk Corporation | SNDK | Information Technology | 16 | Oct 29, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 13 | Sep 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 12 | Oct 22, 2026 |
| Intel Corporation | INTC | Information Technology | 11 | Oct 29, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | Sep 8, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 10 | Oct 27, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 10 | Oct 21, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 10 | Sep 30, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 10 | Sep 24, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 10 | Sep 22, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 10 | Sep 10, 2026 |
| Flex Ltd. | FLEX | Information Technology | 9 | Oct 28, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 9 | Oct 26, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 9 | Oct 6, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 9 | Sep 16, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 9 | Sep 9, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 9 | Sep 8, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 9 | Aug 11, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | Aug 6, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 8 | Oct 13, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 8 | Sep 10, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 8 | Sep 9, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 8 | Sep 9, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 8 | Sep 8, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 8 | Sep 8, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 7 | Oct 29, 2026 |
| KLA Corporation | KLAC | Information Technology | 7 | Oct 28, 2026 |
| F5, Inc. | FFIV | Information Technology | 7 | Oct 27, 2026 |
| Corning Incorporated | GLW | Information Technology | 7 | Oct 27, 2026 |
| International Business Machines Corporation | IBM | Information Technology | 7 | Oct 21, 2026 |
| TE Connectivity plc | TEL | Information Technology | 7 | Sep 10, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | Sep 10, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 7 | Aug 11, 2026 |
| Cognex Corporation | CGNX | Information Technology | 7 | Aug 10, 2026 |
| ams-OSRAM AG | AMS | Information Technology | 7 | Aug 4, 2026 |
| Ralliant Corporation | RAL | Information Technology | 7 | May 18, 2026 |
| ASE Technology Holding Co., Ltd. | 3711 | Information Technology | 6 | Oct 29, 2026 |
| Renesas Electronics Corporation | 6723 | Information Technology | 6 | Oct 29, 2026 |
| Allegro MicroSystems, Inc. | ALGM | Information Technology | 6 | Oct 29, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 6 | Oct 6, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 6 | Sep 9, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 6 | Sep 1, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 6 | Aug 19, 2026 |
| Fabrinet | FN | Information Technology | 6 | Aug 18, 2026 |
| JFrog Ltd. | FROG | Information Technology | 6 | Aug 6, 2026 |
| Bel Fuse Inc. | BELFA | Information Technology | 5 | Oct 29, 2026 |
| AXT, Inc. | AXTI | Information Technology | 5 | Oct 29, 2026 |
| Samsung Electronics Co., Ltd. | A005930 | Information Technology | 5 | Oct 29, 2026 |
| Indra Sistemas, S.A. | IDR | Information Technology | 5 | Oct 29, 2026 |
| Entegris, Inc. | ENTG | Information Technology | 5 | Oct 29, 2026 |
Representative quotes
…very concerned about Neocloud cloud financing ARR deceleration. So there's some answer about AI infrastructure slowdown, right? So I want to get mentions view about if CSPs CapEx or sell downward cuts, do you think customers will prioritize GPU, which is more on purpose? Or they should…
…sovereign funds and long-term growth investor, in addition to our existing shareholders. We are deploying this capital quickly and prudently. We expect CapEx and purchase commitments for key components to increase significantly over the next several quarters. I want to thank our substrate, memory, foundry, equipment suppliers…
…customers there remain on our location. This momentum reflects China's growing role in building AI infrastructure for the global market and represent a compelling opportunity for AFC, particularly because shipments within China do not require an export license. Turning to gallium arsenide. Several of our key customers…
…reduction to forecasted CapEx. In summary, we remain well positioned as we close out 2026 and look forward to 2027, driven by U.S. policy framework supporting true domestic manufacturing, continued lower growth as the United States compete to lead in AI and utility scale solar ambition to meet…
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 Information Technology in the past year?
Sandisk Corporation (SNDK) led with 16 calls referencing ai capex, most recently on October 29, 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.