Which companies discussed Physical AI in Information Technology in earnings calls?
432 companies mentioned physical ai across 838 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were NVIDIA Corporation (12 calls), Cadence Design Systems, Inc. (11 calls), Arista Networks, Inc. (11 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 |
|---|---|
| 2025Q3 | 134 |
| 2025Q4 | 168 |
| 2026Q1 | 265 |
| 2026Q2 | 271 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| NVIDIA Corporation | NVDA | Information Technology | 12 | May 20, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 11 | Jun 9, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 11 | Jun 3, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | May 27, 2026 |
| Intel Corporation | INTC | Information Technology | 10 | Jun 2, 2026 |
| Synopsys, Inc. | SNPS | Information Technology | 8 | Jun 9, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 8 | May 27, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 8 | May 18, 2026 |
| Western Digital Corporation | WDC | Information Technology | 7 | Jun 3, 2026 |
| CCC Intelligent Solutions Holdings Inc. | CCC | Information Technology | 7 | Jun 2, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | May 19, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 7 | May 19, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 6 | May 29, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 6 | May 28, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 6 | May 28, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 6 | May 19, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 6 | May 19, 2026 |
| Trimble Inc. | TRMB | Information Technology | 6 | May 18, 2026 |
| Stereolabs Inc. | OUST | Information Technology | 6 | May 5, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 5 | Jun 9, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 5 | Jun 4, 2026 |
| Credo Technology Group Holding Ltd | CRDO | Information Technology | 5 | Jun 4, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 5 | Jun 3, 2026 |
| Teradyne, Inc. | TER | Information Technology | 5 | Jun 2, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 5 | Jun 2, 2026 |
| SolarEdge Technologies, Inc. | SEDG | Information Technology | 5 | May 28, 2026 |
| Cognex Corporation | CGNX | Information Technology | 5 | May 27, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 5 | May 27, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 5 | May 18, 2026 |
| Synaptics Incorporated | SYNA | Information Technology | 5 | May 18, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 5 | May 13, 2026 |
| AEye, Inc. | LIDR | Information Technology | 5 | May 13, 2026 |
| Arm Holdings plc | ARM | Information Technology | 5 | May 6, 2026 |
| Belden Inc. | BDC | Information Technology | 5 | Apr 30, 2026 |
| Infosys Limited | INFY | Information Technology | 5 | Apr 23, 2026 |
| Infineon Technologies AG | IFNNY | Information Technology | 5 | Feb 4, 2026 |
| Cheetah Mobile Inc. | CMCM | Information Technology | 4 | Jun 10, 2026 |
| Accenture plc | ACN | Information Technology | 4 | Jun 9, 2026 |
| Samsara Inc. | IOT | Information Technology | 4 | Jun 4, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 4 | Jun 3, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 4 | Jun 2, 2026 |
| D-Wave Quantum Inc. | QBTS | Information Technology | 4 | Jun 1, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 4 | May 28, 2026 |
| Ralliant Corporation | RAL | Information Technology | 4 | May 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 4 | May 28, 2026 |
| CXApp Inc. | CXAI | Information Technology | 4 | May 13, 2026 |
| Digimarc Corporation | DMRC | Information Technology | 4 | May 12, 2026 |
| Novanta Inc. | NOVT | Information Technology | 4 | May 12, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 4 | May 7, 2026 |
| Clear Secure, Inc. | YOU | Information Technology | 4 | May 6, 2026 |
Representative quotes
…drive transformation, both internally and for customers. And I believe that the most valuable transformational change sits at the juxtaposition of the physical and virtual worlds across business models, from infrastructure to enterprise software. Oracle understands that intersection and is now uniquely positioned for one of the most…
…going all right. So lots of sensor data that all comes in. Rubrik not only breaks the of physics, but also economics to deliver unstructured data AI by creating catalog integration with [ Unity ] catalog and providing catalog before loading data so that people can figure out what…
…robots should soon be able to achieve various behavioral capabilities. But in fact, I don't think so because the development of AI agent including the development of large language models is actually built on the development of the Internet for 2 or 3 decades. The Internet essentially…
…through the lens of low complex cognitive test, high complex cognitive tests. And in healthcare delivery, specifically, there's also physical test. To take a job, AI can only do parts of those things. And in certain sectors like healthcare, we have a raw shortage of high complex…
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 Information Technology in the past year?
NVIDIA Corporation (NVDA) led with 12 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 →
Related technology themes
Last updated: June 16, 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.