Which companies discussed AI Inference Demand in Information Technology in earnings calls?
257 companies mentioned ai inference demand across 568 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Sandisk Corporation (12 calls), NVIDIA Corporation (12 calls), Arista Networks, Inc. (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 |
|---|---|
| 2025Q3 | 93 |
| 2025Q4 | 121 |
| 2026Q1 | 152 |
| 2026Q2 | 202 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Sandisk Corporation | SNDK | Information Technology | 12 | Jun 9, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 12 | Jun 4, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Jun 3, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 12 | Jun 2, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 11 | Jun 3, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 9 | Jun 3, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | May 7, 2026 |
| Elastic N.V. | ESTC | Information Technology | 8 | Jun 10, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 8 | Jun 3, 2026 |
| Intel Corporation | INTC | Information Technology | 8 | Jun 2, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 8 | May 27, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 7 | Jun 9, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 7 | Jun 2, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 7 | May 19, 2026 |
| MARA Holdings, Inc. | MARA | Information Technology | 7 | May 11, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 6 | Jun 4, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 6 | Jun 2, 2026 |
| F5, Inc. | FFIV | Information Technology | 6 | May 28, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 6 | May 20, 2026 |
| Western Digital Corporation | WDC | Information Technology | 6 | May 5, 2026 |
| Microsoft Corporation | MSFT | Information Technology | 6 | Apr 29, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 5 | Jun 11, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 5 | Jun 9, 2026 |
| Rubrik, Inc. | RBRK | Information Technology | 5 | Jun 4, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 5 | Jun 4, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 5 | Jun 3, 2026 |
| Broadcom Inc. | AVGO | Information Technology | 5 | Jun 3, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 5 | Jun 3, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 5 | Jun 2, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 5 | May 27, 2026 |
| Silicon Motion Technology Corporation | SIMO | Information Technology | 5 | May 19, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 5 | May 18, 2026 |
| Arm Holdings plc | ARM | Information Technology | 5 | May 6, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 5 | Mar 4, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 4 | Jun 3, 2026 |
| Kingsoft Cloud Holdings Limited | KC | Information Technology | 4 | May 27, 2026 |
| Synaptics Incorporated | SYNA | Information Technology | 4 | May 18, 2026 |
| CEVA, Inc. | CEVA | Information Technology | 4 | May 11, 2026 |
| Silicom Ltd. | SILC | Information Technology | 4 | Apr 30, 2026 |
| A10 Networks, Inc. | ATEN | Information Technology | 4 | Apr 28, 2026 |
| Rambus Inc. | RMBS | Information Technology | 4 | Apr 27, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 3 | Jun 16, 2026 |
| 01 Quantum Inc. | ONE | Information Technology | 3 | Jun 11, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 3 | Jun 10, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 3 | Jun 9, 2026 |
| Ciena Corporation | CIEN | Information Technology | 3 | Jun 4, 2026 |
| Okta, Inc. | OKTA | Information Technology | 3 | Jun 3, 2026 |
| HIVE Digital Technologies Ltd. | HIVE | Information Technology | 3 | Jun 2, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 3 | Jun 2, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 3 | Jun 2, 2026 |
Representative quotes
…much of that you're seeing is due to inference on-prem and how you think HP will kind of continue to outperform its peers if it is kind of in an on-prem world with inference? Antonio Neri (Executives): Well, what we're seeing is that…
…things we've already created, but this is actually alive, we can talk to our agent. And we have the ability through an inference window here to start asking questions. So I wanted to -- I'll give it a softball question, just how many workflows are going…
…semiconductor ecosystem. When you move from the cloud to the edge, you start to -- you have to lower the cost of inference down to be more cost competitive and more reasonable so that the economics work. As you do that, you'll see a lot more custom chiplets…
…materially different time line. The anticipated benefits and performance of GPU and CPU compute deployments, the expected delivery of enterprise AI cloud, Enterprise Inference Engine, inference as a Service and bare metal AMD instinct capabilities, anticipated end customer demand, the expected commercial and financial benefits of the collaboration…
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 Information Technology in the past year?
Sandisk Corporation (SNDK) led with 12 calls referencing ai inference demand, most recently on June 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: June 18, 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.