Which companies discussed AI Inference Demand in Consumer Discretionary in earnings calls?
75 companies mentioned ai inference demand across 102 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (7 calls), Amazon.com, Inc. (5 calls), Li Auto 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 Inference Demand |
|---|---|
| 2024Q4 | 10 |
| 2025Q1 | 16 |
| 2025Q2 | 15 |
| 2025Q3 | 21 |
| 2025Q4 | 18 |
| 2026Q1 | 28 |
| 2026Q2 | 24 |
| 2026Q3 | 29 |
| 2026Q4 | 6 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 7 | Sep 15, 2026 |
| Amazon.com, Inc. | AMZN | Consumer Discretionary | 5 | Oct 29, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 4 | Aug 26, 2026 |
| Alibaba Group Holding Limited | BABA | Consumer Discretionary | 4 | Aug 20, 2026 |
| Genius Sports Limited | GENI | Consumer Discretionary | 3 | Mar 26, 2026 |
| Etsy, Inc. | ETSY | Consumer Discretionary | 2 | Oct 28, 2026 |
| Youdao, Inc. | DAO | Consumer Discretionary | 2 | Aug 20, 2026 |
| Magazine Luiza S.A. | MGLU3 | Consumer Discretionary | 2 | Aug 7, 2026 |
| Pearl Global Industries Limited | PGIL | Consumer Discretionary | 2 | Aug 6, 2026 |
| Airbnb, Inc. | ABNB | Consumer Discretionary | 2 | Aug 6, 2026 |
| Le Travenues Technology Limited | IXIGO | Consumer Discretionary | 2 | Aug 6, 2026 |
| Pattern Group Inc. | PTRN | Consumer Discretionary | 2 | Aug 5, 2026 |
| NIO Inc. | NIO | Consumer Discretionary | 2 | May 21, 2026 |
| Sharplink, Inc. | SBET | Consumer Discretionary | 2 | May 11, 2026 |
| EPACK Durable Limited | EPACK | Consumer Discretionary | 1 | Oct 30, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 1 | Oct 23, 2026 |
| Orient Electric Limited | ORIENTELEC | Consumer Discretionary | 1 | Oct 15, 2026 |
| Aritzia Inc. | ATZ | Consumer Discretionary | 1 | Oct 8, 2026 |
| Vistry Group PLC | VTY | Consumer Discretionary | 1 | Sep 24, 2026 |
| Groupe Dynamite Inc. | GRGD | Consumer Discretionary | 1 | Sep 10, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 1 | Sep 9, 2026 |
| Tabcorp Holdings Limited | TAH | Consumer Discretionary | 1 | Aug 26, 2026 |
| JB Hi-Fi Limited | JBH | Consumer Discretionary | 1 | Aug 17, 2026 |
| Baby Bunting Group Limited | BBN | Consumer Discretionary | 1 | Aug 13, 2026 |
| Global Fashion Group S.A. | GFG | Consumer Discretionary | 1 | Aug 13, 2026 |
| Evoke plc | EVOK | Consumer Discretionary | 1 | Aug 12, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 1 | Aug 12, 2026 |
| Kodiak AI, Inc. | KDK | Consumer Discretionary | 1 | Aug 6, 2026 |
| Planet Fitness, Inc. | PLNT | Consumer Discretionary | 1 | Aug 6, 2026 |
| EVgo, Inc. | EVGO | Consumer Discretionary | 1 | Aug 5, 2026 |
| Carter's, Inc. | CRI | Consumer Discretionary | 1 | Jul 31, 2026 |
| CarTrade Tech Limited | CARTRADE | Consumer Discretionary | 1 | Jul 29, 2026 |
| Victoria PLC | VCP | Consumer Discretionary | 1 | Jul 24, 2026 |
| Sai Silks (Kalamandir) Limited | KALAMANDIR | Consumer Discretionary | 1 | Jul 16, 2026 |
| Sodexo S.A. | SW | Consumer Discretionary | 1 | Jul 16, 2026 |
| Shoe Carnival, Inc. | SCVL | Consumer Discretionary | 1 | May 21, 2026 |
| FSN E-Commerce Ventures Limited | NYKAA | Consumer Discretionary | 1 | May 21, 2026 |
| United Foodbrands Limited | UFBL | Consumer Discretionary | 1 | May 20, 2026 |
| Angling Direct PLC | ANG | Consumer Discretionary | 1 | May 19, 2026 |
| Target Hospitality Corp. | TH | Consumer Discretionary | 1 | May 11, 2026 |
| Cogna Educação S.A. | COGN3 | Consumer Discretionary | 1 | May 7, 2026 |
| Smiths News plc | SNWS | Consumer Discretionary | 1 | May 6, 2026 |
| Unifi, Inc. | UFI | Consumer Discretionary | 1 | May 6, 2026 |
| LiveWire Group, Inc. | LVWR | Consumer Discretionary | 1 | May 5, 2026 |
| Harley-Davidson, Inc. | HOG | Consumer Discretionary | 1 | May 5, 2026 |
| Marriott Vacations Worldwide Corporation | VAC | Consumer Discretionary | 1 | May 5, 2026 |
| Gildan Activewear Inc. | GIL | Consumer Discretionary | 1 | Apr 30, 2026 |
| Prada S.p.A. | 1913 | Consumer Discretionary | 1 | Apr 30, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 1 | Apr 22, 2026 |
| Academy Sports and Outdoors, Inc. | ASO | Consumer Discretionary | 1 | Apr 7, 2026 |
Representative quotes
…room as pacings. In large lines, working machines continue to grow ahead of or market driven by share for our dramatic inference. And I think the condition beyond smart appliances, it categories termite connote long brands as universities and brands to give me to give you those from…
…their apps and store their data in AWS, which can't help but drive AWS AI demand because customers prefer their production inference to be near the rest of their data and apps, which can't help but drive core AWS demand because AI uses core for work…
…started to get better profiling data and understand better the intent of the buyer we're much better able to infer whether this is likely a buyer looking for a digital download or likely looking for a physical item. And just making small changes in the presentment…
…year-on-year perspective, that is, of course, worse than last year. And looking at the revenue numbers, I guess you can infer, we're 50% down in revenues that is quite substantial, right? Ronojoy Banerjee (Executives): While you're on that, Fredrik, question coming in to explain…
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 Consumer Discretionary in the past year?
Rivian Automotive, Inc. (RIVN) led with 7 calls referencing ai inference demand, most recently on September 15, 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 →
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 (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.