Which companies discussed AI CapEx in Utilities in earnings calls?
116 companies mentioned ai capex across 209 earnings calls in Utilities over the past year, spanning 1 sectors. The most active were Veolia Environnement SA (6 calls), Italgas S.p.A. (5 calls), Xcel Energy Inc. (4 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 |
|---|---|
| 2024Q4 | 19 |
| 2025Q1 | 47 |
| 2025Q2 | 26 |
| 2025Q3 | 41 |
| 2025Q4 | 54 |
| 2026Q1 | 57 |
| 2026Q2 | 46 |
| 2026Q3 | 47 |
| 2026Q4 | 12 |
Companies ranked by mentions
Representative quotes
…miles of covered conductor. That work provides a stronger foundation. More precise data and more advanced technologies, including AI-enhanced inspections and AI-enabled cameras, are helping SCE address the risk that remains by identifying maintenance needs, threats and potential equipment failures earlier. In parallel, the Office…
…residential and business customers, serving the growing demand for power by technology companies as they build data infrastructure for cloud and AI compute needs and advancing nation's generation fleet to newer, more sustainable energy sources. It's one of the nation's largest builders of new generation…
…existing NIPSCO Electric customers. Turning to Slide 4. We continue to advance our regulatory priorities in support of the financial plan, while AI-enabled tools and Project Apollo are strengthening efficiency and productivity across the business. Today, we reported third quarter consolidated adjusted EPS of $0.27, bringing…
…that's remaining under the 2026 IRP RFP. Charles Walworth (Executives): Brian, I think as we've indicated before, crypto load converting the AI is something that we continue to see an interest in. We don't have anything to announce on that other than that continues…
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 Utilities in the past year?
Veolia Environnement SA (VIE) led with 6 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: October 30, 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.