Which companies discussed AI Inference Demand in Materials in earnings calls?
127 companies mentioned ai inference demand across 230 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Thor Explorations Ltd. (5 calls), DPM Metals Inc. (5 calls), Kinross Gold Corporation (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 |
|---|---|
| 2024Q3 | 6 |
| 2024Q4 | 45 |
| 2025Q1 | 44 |
| 2025Q2 | 37 |
| 2025Q3 | 48 |
| 2025Q4 | 48 |
| 2026Q1 | 67 |
| 2026Q2 | 53 |
| 2026Q3 | 59 |
Companies ranked by mentions
Representative quotes
…potential with exploration and reserve growth. As you know, we plan 35,000 meters of drilling to transfer some inferred into reserves, but also to -- there's many bases that Luke demonstrate later on that has been not even drilled. So the pit is on as you made…
Rick Van Nieuwenhuyse (Executives): Yes. So obviously, there's a total number and will have moved a significant amount of the inferred resources into measured indicated and indicated is really the 1 to focus on. As underground mines, you don't really get measured until you get underground…
…year period. In FY '27, 86% is supported by ore reserves with a further 2% in measured in indicated resources, 7% in inferred resources, and 5% from third-party ore. The reserve component remains 81% in FY '28 and 73% in FY '29. That confidence has been built…
…before, but we show it again, the grade is the major differentiator 1.8% to 2.7%. Copper is the range of the indicated and inferred resource grade. And that has huge implications from an operating cost and from a capital cost point of view. Looking at the exploration costs…
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?
Thor Explorations Ltd. (THX) led with 5 calls referencing ai inference demand, most recently on August 17, 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: September 15, 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.