Which companies discussed Physical AI in Information Technology in earnings calls?
484 companies mentioned physical ai across 1,137 earnings calls in Information Technology over the past year, spanning 1 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 | 120 |
| 2025Q1 | 158 |
| 2025Q2 | 148 |
| 2025Q3 | 165 |
| 2025Q4 | 201 |
| 2026Q1 | 278 |
| 2026Q2 | 301 |
| 2026Q3 | 306 |
| 2026Q4 | 85 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| NVIDIA Corporation | NVDA | Information Technology | 14 | Sep 10, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 13 | Oct 14, 2026 |
| Intel Corporation | INTC | Information Technology | 12 | Oct 29, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 12 | Oct 26, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Sep 8, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 10 | Oct 27, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 9 | Oct 27, 2026 |
| Western Digital Corporation | WDC | Information Technology | 9 | Oct 22, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | Sep 9, 2026 |
| Synopsys, Inc. | SNPS | Information Technology | 8 | Sep 30, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 8 | Sep 9, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 8 | Sep 9, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 8 | Sep 8, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 8 | Aug 11, 2026 |
| Teradyne, Inc. | TER | Information Technology | 7 | Oct 28, 2026 |
| Dassault Systèmes SE | DSY | Information Technology | 7 | Oct 28, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 7 | Oct 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 7 | Oct 13, 2026 |
| Cognex Corporation | CGNX | Information Technology | 7 | Sep 22, 2026 |
| Trimble Inc. | TRMB | Information Technology | 7 | Sep 15, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | Sep 15, 2026 |
| SolarEdge Technologies, Inc. | SEDG | Information Technology | 7 | Sep 10, 2026 |
| Credo Technology Group Holding Ltd | CRDO | Information Technology | 7 | Sep 10, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 7 | Sep 9, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 7 | Sep 9, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 7 | Sep 8, 2026 |
| Seco S.p.A. | IOT | Information Technology | 7 | Sep 8, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 7 | Sep 8, 2026 |
| Stereolabs Inc. | OUST | Information Technology | 7 | Aug 11, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 7 | Aug 5, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 6 | Oct 29, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 6 | Oct 29, 2026 |
| Belden Inc. | BDC | Information Technology | 6 | Oct 29, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 6 | Oct 28, 2026 |
| Flex Ltd. | FLEX | Information Technology | 6 | Oct 28, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 6 | Oct 21, 2026 |
| Tata Consultancy Services Limited | TCS | Information Technology | 6 | Oct 8, 2026 |
| BlackBerry Limited | BB | Information Technology | 6 | Sep 24, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 6 | Sep 16, 2026 |
| Kinaxis Inc. | KXS | Information Technology | 6 | Sep 9, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 6 | Sep 8, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 6 | Aug 4, 2026 |
| CCC Intelligent Solutions Holdings Inc. | CCC | Information Technology | 6 | Jul 30, 2026 |
| Infosys Limited | INFY | Information Technology | 6 | Jun 23, 2026 |
| Weebit Nano Limited | WBT | Information Technology | 5 | Oct 19, 2026 |
| Wipro Limited | 507685 | Information Technology | 5 | Oct 15, 2026 |
| Accenture plc | ACN | Information Technology | 5 | Oct 14, 2026 |
| Aurora Innovation, Inc. | AUR | Information Technology | 5 | Sep 29, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 5 | Sep 29, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 5 | Sep 24, 2026 |
Representative quotes
…cloud. With our established technology portfolio and strong market presence, we aim to capture the exciting growth opportunities across advanced AI compute, physical AI, automotive and AI infrastructure market in the future. With that, I will now talk about the recent business performance for our 3 revenue groups…
…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…
…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…
…boundary. It's pushing the boundaries of mathematics. It's pushing the boundaries of physics. It will push the boundaries of finance. We have designed all of our major credit instruments using AI. AI is critical for investors to understand them. It's critical to the models…
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 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 →
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.