Which companies discussed Physical AI in earnings calls?
1,988 companies mentioned physical ai across 3,032 earnings calls over the past year, spanning 11 sectors. The most active were NVIDIA Corporation (12 calls), Walmart Inc. (11 calls), Cadence Design Systems, Inc. (11 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 Physical AI |
|---|---|
| 2025Q3 | 480 |
| 2025Q4 | 646 |
| 2026Q1 | 994 |
| 2026Q2 | 912 |
Companies ranked by mentions
Representative quotes
…fishing schemes or their social engineering, they're also using voice over IP phone line, so you can't track them. They leverage AI to make sure that documents look at legitimate as possible in relation to freight details. As they continue to focus on what the industry…
…office, they ask if they can wait in the lobby. And so it's that intersection of physical safety because they know they're meeting a stranger and they want to make sure that they're safe, but also emotional safety, they know there's someone nearby that…
…traditional AI to physical AI. And that's something that actually said, you could do more because that's where you can deliver outcome. And that's an area that we spent a lot of time. So that led into 2025 last year, we said physical AI…
…cloud in many of our offerings has allowed us to kind of incorporate technologies that create significant value for these customers, such as AI a lot earlier, literally months after they've been made available for consumption by us. We already had solutions out there that were creating…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in the past year?
NVIDIA Corporation (NVDA) led with 12 calls referencing physical ai, most recently on May 20, 2026.
How can I track physical ai 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 →
Physical AI by sector
- Information Technology (204)
- Consumer Discretionary (23)
- Industrials (22)
- Real Estate (19)
- Communication Services (16)
- Health Care (16)
Related technology themes
Last updated: June 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 (physical AI, physical ai). 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.