Which companies discussed Physical AI in earnings calls?
2,286 companies mentioned physical ai across 4,090 earnings calls over the past year, spanning 11 sectors. The most active were NVIDIA Corporation (14 calls), GLOBALFOUNDRIES Inc. (13 calls), Intel Corporation (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 |
|---|---|
| 2024Q4 | 411 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 1,051 |
| 2026Q4 | 278 |
Companies ranked by mentions
Representative quotes
…call it, $22 million, up 13% year-over-year. And that's both physical and virtual cross-connects. And then three, a trend that I think is around of Digital Realty is called AI-ready infrastructure. So we've got increasing footprints, increasing power densities and greater needs…
…forward, putting MST to work on devices like trench and HTs whose efficiency and high-frequency behavior matter more by the day as AI data centers reshape how power is delivered. And internally, our high-throughput RF-SOI process effort, we're locking down the right substrate supply…
…opportunity remains extraordinary. With our continued pace of innovation, new core and AI functionality, enterprises wanting to run their core and AI workloads in AWS and the amount of capacity that we're adding each year. We believe that AWS can grow north of 40% in each…
…units by approximately 70% sequentially and is sold out. Lastly, our edge business was more resilient, supported by continued momentum in edge and physical AI design wins. CCPG operating profit was $2.3 billion, representing 28% of revenue and approximately flat sequentially, primarily due to lower inventory charges. Turning…
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 September 10, 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 (284)
- Communication Services (32)
- Industrials (22)
- Consumer Discretionary (20)
- Consumer Staples (12)
- Financials (10)
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 (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.