Which companies discussed Physical AI in earnings calls?
2,304 companies mentioned physical ai across 3,663 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 | 383 |
| 2024Q4 | 522 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 229 |
Companies ranked by mentions
Representative quotes
…trained AI models. Pumping AI slope or fraud designed to divert royalties from artists, songwriters, labels and music publishers. Fans don't want AI slop. And there's no justifiable reason that this content should be algorithmically served to audiences on streaming platforms or siphoning money from human…
…right shelf you increase conversion, and it is a very efficient way of selling. The thing is it's more difficult in a physical store, as it is on mobile. So -- but 85% of retail sales are in retail stores. So it is very important or it depends…
…increasing from $65 million a year ago to $223 million at the end of the second quarter. Given the substantial demand driven by AI and digital infrastructure investment, we continue to see a robust pipeline of opportunities across many of our markets and expect this end market…
…these councils are just doing printing. With Synertec, we have a really clever piece of software called Prism that can help triage between physical and electronic communications. Councils, obviously, want to save money and therefore, send more things digitally. So we think we'll be able to sell…
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)
- Industrials (34)
- Communication Services (24)
- 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.