Which companies discussed AI Inference Demand in Health Care in earnings calls?
122 companies mentioned ai inference demand across 151 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were Exelixis, Inc. (6 calls), Revolution Medicines, Inc. (5 calls), Alnylam Pharmaceuticals, Inc. (3 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 | 19 |
| 2025Q1 | 33 |
| 2025Q2 | 13 |
| 2025Q3 | 23 |
| 2025Q4 | 30 |
| 2026Q1 | 37 |
| 2026Q2 | 40 |
| 2026Q3 | 38 |
| 2026Q4 | 12 |
Companies ranked by mentions
Representative quotes
Other clinical modalities show lung function just as well. Well, Technegas measures ventilation directly. CT and other structural modalities image anatomy and infer through algorithms and data manipulation how the lung works. Myth two. Nuclear medicine means a high radiation dose. Actually, the opposite is true. A Technegas…
…second part is the rebate down to a fixed price that was negotiated in September of 2024. What I think you can infer from the implicit guidance we provided for 2027, which is about $2.7 billion is that the net impact of all the puts and takes…
…sure we don't get ahead of ourselves from a modeling point of view on what you were sort of -- what you're inferring in terms of what those 6 stores could do should you have the capacity or as you have the capacity to support them? James…
…either as selected renal cells or rilparencel. Selected renal cells are the cells within rilparencel. And so what we did was a temporal inferred transition algorithm to be able to analyze what cells within the early passage did the -- came from the kidney biopsy…
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 Health Care in the past year?
Exelixis, Inc. (EXEL) led with 6 calls referencing ai inference demand, most recently on September 9, 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.