Which companies discussed AI CapEx in Materials in earnings calls?
262 companies mentioned ai capex across 458 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (7 calls), Solstice Advanced Materials, Inc. (7 calls), Element Solutions Inc (7 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 | 4 |
| 2024Q4 | 48 |
| 2025Q1 | 61 |
| 2025Q2 | 48 |
| 2025Q3 | 67 |
| 2025Q4 | 108 |
| 2026Q1 | 134 |
| 2026Q2 | 107 |
| 2026Q3 | 105 |
Companies ranked by mentions
Representative quotes
…there and everybody else is a NASDAQ company or a high-tech start-up, there's a couple there for that in the AI field. Anyway, it was such a wonderful experience and part of the reason that I think people really take a note is because…
…free cash flow. We believe cash is king. And after the heavy investment cycle, we've committed to reduce our CapEx to below $450 million, that's really new thinking, new direction. I've actually stopped certain projects like our automated roll warehouses, which are really in place…
…growth in the second quarter accelerated meaningfully and growth was broad-based -- you've talked about reinvestment in innovation, R&D, commercial and CapEx past couple of years. How much of the recent revenue acceleration do you believe is the early benefit of those reinvestments? And how much…
…drive into the business. And we'll continue to do that. I think that modernization, certainly the utilization of data tools -- AI-driven data tools are incredibly important on the commercial side of the business, from pricing to design, to configurations to demand planning, you name that…
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 Materials in the past year?
MP Materials Corp. (MP) led with 7 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.