Which companies discussed Physical AI in earnings calls?
2,219 companies mentioned physical ai across 3,897 earnings calls over the past year, spanning 11 sectors. The most active were NVIDIA Corporation (14 calls), Arista Networks, Inc. (12 calls), GLOBALFOUNDRIES 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 | 58 |
| 2024Q4 | 522 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 892 |
Companies ranked by mentions
Representative quotes
…longer term? Satish Dhanasekaran (Executives): Yes. I mean, we're quite excited by -- even as we're winning in the physical layer of AI as infrastructure is getting rolled out, people are testing the physics associated with electrical and optical signals, and we're agnostic to that…
…taking place at Cheetah Mobile, cloud and AI infrastructure connects enterprises, expanding overseas with global cloud and model ecosystems while Robotics brings AI into the physical world. Together, they are building meaningful new sources of revenue and connecting Cheetah Mobile with long-term demand for AI computing…
…seeing as opportunity to take price further and introduce other monetization mechanisms, maybe a purchase by AI token or purchase by AI credit type model that would enable you to extract even more value while you're offering more services to these customers? Kimball Shill (Executives): So what…
…little bit about PCF. Lumen has one of the largest fiber networks in the world. Obviously, some direct exposure to support distributed AI training in the case of PCF. Maybe you can just talk a little bit about PCF, the growth in that business, potential opportunities…
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 (260)
- Communication Services (32)
- Industrials (32)
- Consumer Staples (17)
- Consumer Discretionary (14)
- Materials (10)
Related technology themes
Last updated: September 12, 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.