Which companies discussed AI CapEx in Information Technology in earnings calls?
563 companies mentioned ai capex across 1,229 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (16 calls), Sandisk Corporation (13 calls), GLOBALFOUNDRIES Inc. (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 |
|---|---|
| 2025Q3 | 233 |
| 2025Q4 | 286 |
| 2026Q1 | 379 |
| 2026Q2 | 331 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 16 | Jun 3, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Jun 9, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 12 | May 27, 2026 |
| Western Digital Corporation | WDC | Information Technology | 11 | Jun 3, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Jun 3, 2026 |
| MKS Inc. | MKSI | Information Technology | 10 | May 18, 2026 |
| Intel Corporation | INTC | Information Technology | 9 | Jun 2, 2026 |
| Ralliant Corporation | RAL | Information Technology | 9 | May 18, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | May 7, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 9 | Mar 18, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 8 | Jun 3, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 8 | Jun 3, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 8 | Jun 3, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 8 | Jun 2, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 8 | Jun 2, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 8 | May 27, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 7 | Jun 3, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 7 | Jun 3, 2026 |
| Flex Ltd. | FLEX | Information Technology | 7 | Jun 2, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 7 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 7 | Jun 2, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 7 | May 27, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 7 | May 21, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 7 | May 20, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | May 4, 2026 |
| Cognex Corporation | CGNX | Information Technology | 7 | Mar 2, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 6 | Jun 4, 2026 |
| JFrog Ltd. | FROG | Information Technology | 6 | May 22, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 6 | May 19, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 6 | May 7, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 6 | May 6, 2026 |
| Microsoft Corporation | MSFT | Information Technology | 6 | Apr 29, 2026 |
| Oracle Corporation | ORCL | Information Technology | 5 | Jun 10, 2026 |
| Guidewire Software, Inc. | GWRE | Information Technology | 5 | Jun 4, 2026 |
| Sanmina Corporation | SANM | Information Technology | 5 | Jun 3, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 5 | Jun 2, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 5 | May 28, 2026 |
| F5, Inc. | FFIV | Information Technology | 5 | May 28, 2026 |
| VNET Group, Inc. | VNET | Information Technology | 5 | May 26, 2026 |
| Corning Incorporated | GLW | Information Technology | 5 | May 19, 2026 |
| Vishay Intertechnology, Inc. | VSH | Information Technology | 5 | May 19, 2026 |
| Fabrinet | FN | Information Technology | 5 | May 18, 2026 |
| PDF Solutions, Inc. | PDFS | Information Technology | 5 | May 7, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 5 | May 7, 2026 |
| Allegro MicroSystems, Inc. | ALGM | Information Technology | 5 | May 7, 2026 |
| Arm Holdings plc | ARM | Information Technology | 5 | May 6, 2026 |
| Coherent Corp. | COHR | Information Technology | 5 | May 6, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 5 | May 4, 2026 |
| Riot Platforms, Inc. | RIOT | Information Technology | 5 | Apr 30, 2026 |
| Ciena Corporation | CIEN | Information Technology | 4 | Jun 4, 2026 |
Representative quotes
…capabilities to drive efficiency in our cost to serve. We're working with a third-party partner to augment our support functions with AI and automated capabilities improving responsiveness and efficiency while freeing our teams to focus on higher-value customer interactions. Alongside these 3 areas, we continue…
…range. Our first capital allocation priority is organic investment to support our long-term growth, represented here by investments through R&D and CapEx of GBP 179 million. Together with good underlying working capital management, this delivered cash conversion of 93%. Our second capital allocation priority is continued…
…cloud apps business. Revenue was $19.2 billion, up 21% in U.S. dollars. Cloud infrastructure revenue grew 93%, reflecting strong demand for both AI workloads and our database services, and cloud apps was up double-digit at plus 10%. And Mike and Clay will give more detail on these…
…income and a 680 FICO score. And that consumer, if you think about it, given what's happening in the marketplace with AI and white collar jobs or with inflation risk and oil prices, it actually sits sort of at that sort of center of the K economy…
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: June 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.