Which companies discussed Physical AI in earnings calls?
2,315 companies mentioned physical ai across 3,695 earnings calls over the past year, spanning 11 sectors. The most active were NVIDIA Corporation (14 calls), Intel Corporation (12 calls), Walmart 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 Physical AI |
|---|---|
| 2024Q3 | 369 |
| 2024Q4 | 522 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 261 |
Companies ranked by mentions
Representative quotes
…that we advance through that portfolio. We're going to be using these new tools. And this is an area where AI will definitely change. Cycle time, it will change our ability to see things that previously we may not have been able to see, and I expect…
Analysts): Wondering if you could talk a little bit about the feedstock mix. It looked like both in the U.S. and in EMEA AI, there was some flexibility on the feedstock mix to capture what I believe were attractive co-product values. So if you could maybe talk…
Thanks, Juan. So when you think about July, as I mentioned in my prepared remarks, as of yesterday close, we were at a physical occupancy of 91.1%, that's a 30 basis point increase over July 30, 2025. Our rentals for the month of July were 3% higher…
…standardizing core processes and using automation and AI across high volume workflows such as quoting, booking, customer service and invoicing to improve productivity. Technology should enhance rather than displace WFC's core service, which continues to depend on local relationships, physical execution, and the management of complex time…
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 14 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 (241)
- Communication Services (29)
- Industrials (29)
- Consumer Discretionary (19)
- Financials (16)
- Consumer Staples (12)
Related technology themes
Last updated: July 31, 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.