Which companies discussed AI CapEx in Materials in earnings calls?
286 companies mentioned ai capex across 435 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Solstice Advanced Materials, Inc. (7 calls), Element Solutions Inc (7 calls), Air Products and Chemicals, Inc. (6 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 | 40 |
| 2024Q4 | 48 |
| 2025Q1 | 61 |
| 2025Q2 | 48 |
| 2025Q3 | 67 |
| 2025Q4 | 108 |
| 2026Q1 | 134 |
| 2026Q2 | 107 |
| 2026Q3 | 37 |
Companies ranked by mentions
Representative quotes
…aggregate production continues to grow on the strength of the U.S. economy and the as well as broader capital spending tied to AI-related infrastructure, data centres, power generation and electrification. Turning to page 5, the fertilizer market backdrop remains constructive as global supply conditions continue to evolve…
…less expensive carbon capture process. Studies show that this second generation of oxy-fuel technology could lower the cost of capture, combining both CapEx and OpEx, by around 30% compared with the conventional amine-based technologies. This project is a breakthrough innovation in the cement industry…
…price. And that positions us comfortably in the lower half of the guidance range for H1. On capital, we've increased our sustaining CapEx guidance from $230 million to $280 million, driven largely by increased ore mining and capitalized waste stripping at Hounde and Lafigue. Non-sustaining…
…remains to achieve between two and a half to three turns, which we believe we can do over the next 24 months. Our capex for the quarter was 6.6 million, which is 3.2 million lower from prior year as we remain disciplined on spend, but continue investing…
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?
Solstice Advanced Materials, Inc. (SOLS) led with 7 calls referencing ai capex, most recently on July 30, 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.