Which companies discussed Physical AI in earnings calls?
2,223 companies mentioned physical ai across 3,906 earnings calls over the past year, spanning 11 sectors. The most active were NVIDIA Corporation (14 calls), GLOBALFOUNDRIES Inc. (12 calls), Arista Networks, 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 | 54 |
| 2024Q4 | 522 |
| 2025Q1 | 587 |
| 2025Q2 | 497 |
| 2025Q3 | 603 |
| 2025Q4 | 819 |
| 2026Q1 | 1,064 |
| 2026Q2 | 1,047 |
| 2026Q3 | 902 |
Companies ranked by mentions
Representative quotes
Synopsys is 1 of the very few companies that has actually has the capability to do it. And AI agent must use Synopsys' decade old libraries of physic accurate models, foundry certified flows and then mission-critical in giving customers comfort in the tape-out and ramp…
Agentic world, you heard me talk about us continuing to lead in a genic. You should expect us to launch customer-facing AI products that allows us to not only aggregate search demand, but improve the efficacy of search and discovery and therefore, conversion of that demand…
…backdrop of how you improve a DMD patient, it will be dystrophin expression, transduction efficiency, safety and NSAA impact on patient actual physical performance. That mosaic will tell a strong picture, we hope for the impact of our approach in Duchenne muscular digene therapy. In addition…
…simplest way to think about EMS. When you think about GMR, we're national. We're of scale and size. We're physically situated in 46 states, service all of the states in the U.S., 34,000 team members, 24,000 of which are clinicians, over…
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 (253)
- Communication Services (32)
- Industrials (32)
- Financials (17)
- Consumer Staples (17)
- Consumer Discretionary (14)
Related technology themes
Last updated: September 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.