Which companies discussed AI Inference Demand in Materials in earnings calls?
144 companies mentioned ai inference demand across 257 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Kinross Gold Corporation (6 calls), Contango Silver & Gold Inc. (6 calls), Thor Explorations Ltd. (5 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 | 35 |
| 2025Q1 | 46 |
| 2025Q2 | 39 |
| 2025Q3 | 48 |
| 2025Q4 | 48 |
| 2026Q1 | 67 |
| 2026Q2 | 53 |
| 2026Q3 | 70 |
| 2026Q4 | 24 |
Companies ranked by mentions
Representative quotes
…growth versus 7% growth, what are the factors that drive the deceleration in the fourth quarter versus 3Q? And what should we be inferring from fourth quarter as we look forward into 2027? . Matthew White (Executives): Josh, it's Matt. So for 2027, we'll give that…
…continue to advance exploration opportunities to unlock additional value for McIlvenna Bay and broader district. We remain on track to include an inaugural inferred mineral resource forortesla in our annual mineral reserve and mineral resource update in the fourth quarter. Given the exciting prospectivity at the Tesla deposit…
Turning to the rest of our resource with more than 27 million ounces of M&I and an additional 17 million ounces of inferred, we continue to have a strong resource inventory for future development across our portfolio. Building on that depth, our technical teams are advancing studies…
Ivoire. So if you remember from our Q2 release, today, ABC has 3 million ounces at 0.7 grams per tonne, but all inferred resources. So the infill program is meant to obviously increase from inferred to indicated. To date, we've completed the infill drilling in Kona South…
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 Materials in the past year?
Kinross Gold Corporation (K) led with 6 calls referencing ai inference demand, most recently on October 29, 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.