Which companies discussed AI CapEx in Information Technology in earnings calls?
610 companies mentioned ai capex across 1,420 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (16 calls), Intel Corporation (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 |
|---|---|
| 2024Q3 | 211 |
| 2024Q4 | 263 |
| 2025Q1 | 299 |
| 2025Q2 | 242 |
| 2025Q3 | 299 |
| 2025Q4 | 350 |
| 2026Q1 | 399 |
| 2026Q2 | 356 |
| 2026Q3 | 82 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 16 | Jun 3, 2026 |
| Intel Corporation | INTC | Information Technology | 13 | Jul 23, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Jun 9, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 12 | May 27, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 11 | Jun 24, 2026 |
| Western Digital Corporation | WDC | Information Technology | 11 | Jun 3, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 10 | Jul 28, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Jun 3, 2026 |
| MKS Inc. | MKSI | Information Technology | 10 | May 18, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 9 | Jul 29, 2026 |
| Flex Ltd. | FLEX | Information Technology | 9 | Jul 29, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 9 | Jun 2, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 9 | May 20, 2026 |
| Ralliant Corporation | RAL | Information Technology | 9 | May 18, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | May 7, 2026 |
| Corning Incorporated | GLW | Information Technology | 8 | Jul 28, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 8 | Jul 27, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 8 | Jun 3, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 8 | Jun 3, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 8 | Jun 3, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 8 | Jun 2, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 8 | Jun 2, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 7 | Jun 3, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 7 | Jun 3, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 7 | May 27, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 7 | May 7, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | May 4, 2026 |
| Cognex Corporation | CGNX | Information Technology | 7 | Mar 2, 2026 |
| Microsoft Corporation | MSFT | Information Technology | 6 | Jul 29, 2026 |
| F5, Inc. | FFIV | Information Technology | 6 | Jul 27, 2026 |
| International Business Machines Corporation | IBM | Information Technology | 6 | Jul 22, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 6 | Jun 4, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 6 | Jun 2, 2026 |
| JFrog Ltd. | FROG | Information Technology | 6 | May 22, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 6 | May 19, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 6 | May 6, 2026 |
| Amphenol Corporation | APH | Information Technology | 5 | Jul 29, 2026 |
| Mirion Technologies, Inc. | MIR | Information Technology | 5 | Jul 29, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 5 | Jul 28, 2026 |
| KLA Corporation | KLAC | Information Technology | 5 | Jul 28, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 5 | Jul 23, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 5 | Jul 22, 2026 |
| TE Connectivity plc | TEL | Information Technology | 5 | Jul 22, 2026 |
| CleanSpark, Inc. | CLSK | Information Technology | 5 | Jul 14, 2026 |
| StrongPoint ASA | STRO | Information Technology | 5 | Jul 10, 2026 |
| Jabil Inc. | JBL | Information Technology | 5 | Jun 17, 2026 |
| Oracle Corporation | ORCL | Information Technology | 5 | Jun 10, 2026 |
| Guidewire Software, Inc. | GWRE | Information Technology | 5 | Jun 4, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 5 | May 28, 2026 |
| VNET Group, Inc. | VNET | Information Technology | 5 | May 26, 2026 |
Representative quotes
…track, and customer interest continues to increase. Looking ahead, one of the most exciting opportunity for X-FAB is the rapid growth of AI-driven data center infrastructure. We see opportunities across all 3 business units including power conversion, sensing photonic connectivity, silicon carbide and gallium nitride technologies…
…computer vision devices, it's let's say it this way, because, as you know, part of our strategy is to embed Vusion AI inside existing devices that we have. But yes, the capacity is -- we are working very hard at the moment on this topic. It will…
…concern of ours, and we'd like to actually be more capacity challenged in the sense that we are obviously investing in CapEx. But the other thing keeping in mind is as we get Slovakia going a little bit, that will naturally give a little bit more flex…
…takes some time we believe because still high demand for the -- through the AI inference for the data storage. So demand for storage is much bigger than the current supply. And through the new CapEx, we see the arrangement 2028 will see meaningful recovery from NAND supply…
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?
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 →
Related technology themes
Last updated: July 31, 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.