Which companies discussed AI Inference Demand in earnings calls?
966 companies mentioned ai inference demand across 1,585 earnings calls over the past year, spanning 11 sectors. The most active were Advanced Micro Devices, Inc. (14 calls), NVIDIA Corporation (13 calls), Sandisk Corporation (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 Inference Demand |
|---|---|
| 2024Q3 | 255 |
| 2024Q4 | 286 |
| 2025Q1 | 371 |
| 2025Q2 | 254 |
| 2025Q3 | 322 |
| 2025Q4 | 334 |
| 2026Q1 | 429 |
| 2026Q2 | 464 |
| 2026Q3 | 102 |
Companies ranked by mentions
Representative quotes
…than ever historically. Now AI, I think, is going to be an enabler to pass out and make a lot more sense and inference from that data. That's the real benefit it brings. And so in some ways, if you think about it, if AI helps…
…start with in the upper eastern portion of ESG, that's an area that we had identify earlier as a higher grade inferred that we're kind of focusing to convert. And that area to the east, as we've discussed a few times, could offer…
…exploration phase there right now. It's going very, very well. We started the year with roughly 300,000 ounces of inferred. I'd like to see it grow into that 0.5 million ounce range because that's when it makes sense to start putting a mine plan…
…world regarding data sovereignty, which is another issue. And finally, very specific data centers that are going to be either for inference or for training, which require different capabilities. So if you remember, a few months ago, we announced that we're working with NVIDIA to embed…
Frequently asked questions
What is AI Inference Demand and why are companies discussing it?
The compute spend that follows AI deployment — distinct from training. Critical for chips, networking and cloud economics.
Which company mentioned ai inference demand most in the past year?
Advanced Micro Devices, Inc. (AMD) led with 14 calls referencing ai inference demand, most recently on July 23, 2026.
How can I track ai inference demand 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 →
AI Inference Demand by sector
- Information Technology (267)
- Real Estate (37)
- Communication Services (12)
- Health Care (11)
- Materials (10)
- Industrials (7)
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 (inference, inference). 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.