Which companies discussed AI CapEx in Information Technology in earnings calls?
550 companies mentioned ai capex across 1,475 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Sandisk Corporation (15 calls), Arista Networks, Inc. (13 calls), Western Digital Corporation (11 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 | 17 |
| 2024Q4 | 263 |
| 2025Q1 | 299 |
| 2025Q2 | 242 |
| 2025Q3 | 299 |
| 2025Q4 | 351 |
| 2026Q1 | 399 |
| 2026Q2 | 356 |
| 2026Q3 | 347 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Sandisk Corporation | SNDK | Information Technology | 15 | Sep 9, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 13 | Sep 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 11 | Sep 9, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | Sep 8, 2026 |
| Intel Corporation | INTC | Information Technology | 11 | Aug 26, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 10 | Sep 10, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 10 | Sep 10, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 10 | Sep 10, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 10 | Sep 8, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 10 | Jun 24, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 9 | Sep 9, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Sep 9, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 9 | Sep 9, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 9 | Sep 9, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 9 | Sep 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 9 | Sep 9, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 9 | Aug 11, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | Aug 6, 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 |
| ON Semiconductor Corporation | ON | Information Technology | 8 | Aug 27, 2026 |
| KLA Corporation | KLAC | Information Technology | 7 | Sep 11, 2026 |
| TE Connectivity plc | TEL | Information Technology | 7 | Sep 10, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | Sep 10, 2026 |
| F5, Inc. | FFIV | Information Technology | 7 | Sep 9, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 7 | Sep 9, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 7 | Aug 19, 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 |
| Corning Incorporated | GLW | Information Technology | 7 | Jul 28, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 7 | Jul 23, 2026 |
| Ralliant Corporation | RAL | Information Technology | 7 | May 18, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 6 | Sep 9, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 6 | Sep 1, 2026 |
| Fabrinet | FN | Information Technology | 6 | Aug 18, 2026 |
| JFrog Ltd. | FROG | Information Technology | 6 | Aug 6, 2026 |
| International Business Machines Corporation | IBM | Information Technology | 6 | Jul 22, 2026 |
| Oracle Corporation | ORCL | Information Technology | 5 | Sep 10, 2026 |
| Amphenol Corporation | APH | Information Technology | 5 | Sep 9, 2026 |
| Backblaze, Inc. | BLZE | Information Technology | 5 | Sep 9, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 5 | Sep 9, 2026 |
| Guidewire Software, Inc. | GWRE | Information Technology | 5 | Sep 3, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 5 | Sep 3, 2026 |
| Qnity Electronics, Inc. | Q | Information Technology | 5 | Aug 26, 2026 |
| TD SYNNEX Corporation | SNX | Information Technology | 5 | Aug 24, 2026 |
| Applied Optoelectronics, Inc. | AAOI | Information Technology | 5 | Aug 18, 2026 |
Representative quotes
…sort of coring our DNA within the business. So we see our contestable market continuing to grow. We do see the impact of AI coming into that market, particularly from an analytics perspective. But I guess if we go to the next page, our solution sets…
…group here. So you did touch on this, Sam, I want to kind of go a little deeper on to this. So CapEx intensity of AI data center builds certainly quite after. There's no secret there. John, maybe you can discuss the sources of funds, cost…
…technology moving from the core to the edge. We've seen that for years in several different generations of deployments. I think the AI pushback on hyperscale data centers was an unexpected help there, which I think probably helps push some of that spend and helped accelerate that…
…higher. And those companies are actually tapping capital markets to sustain even their current levels of CapEx. So how do you think about the ultimate returns for AI for the supply chain? And do you see any kind of systemic risk that could be building up that gives…
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 15 calls referencing ai capex, most recently on September 9, 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: September 15, 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.