Which companies discussed AI CapEx in Real Estate in earnings calls?
172 companies mentioned ai capex across 288 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were American Tower Corporation (10 calls), Equinix, Inc. (8 calls), SBA Communications Corporation (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 |
|---|---|
| 2025Q3 | 56 |
| 2025Q4 | 50 |
| 2026Q1 | 108 |
| 2026Q2 | 74 |
Companies ranked by mentions
Representative quotes
…guided in the Q4 trading update, we're expecting a substantial step-down in trading profit in FY '27. We're expecting CapEx of around GBP 55 million during the year as we start to invest in improving the portfolio. And as you can see on the slide…
…well as very flexible and modern floor plates, which will probably allow us to attract a variety of potential targets from tech to AI as well as media and fashion companies. So the delivery is expected by 2027. We are also targeting 9% unlevered IRR and 13% after…
…base case, AI is certainly one of those. One of the was headliners, your tenants, your customers are focusing on -- several of them are focusing on convergence, putting mobile and fixed or broadband at least together. Some of them have said they want to cut CapEx to lower…
…evolve, and it has to continue to enhance the margins that we're delivering to our investors. And so I think the AI tools that are now injected into all of our workflows is something that we're seeing in the very early innings, a lot of productivity…
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 Real Estate in the past year?
American Tower Corporation (AMT) led with 10 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 17, 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.