Which companies discussed Physical AI in Information Technology in earnings calls?
448 companies mentioned physical ai across 1,022 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were NVIDIA Corporation (14 calls), Arista Networks, Inc. (12 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 |
|---|---|
| 2024Q3 | 62 |
| 2024Q4 | 143 |
| 2025Q1 | 156 |
| 2025Q2 | 146 |
| 2025Q3 | 165 |
| 2025Q4 | 201 |
| 2026Q1 | 278 |
| 2026Q2 | 301 |
| 2026Q3 | 147 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| NVIDIA Corporation | NVDA | Information Technology | 14 | May 20, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Aug 4, 2026 |
| Intel Corporation | INTC | Information Technology | 12 | Jul 23, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | Aug 5, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 11 | Jul 27, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | Aug 4, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 8 | Aug 11, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 8 | Aug 11, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 8 | Aug 11, 2026 |
| Western Digital Corporation | WDC | Information Technology | 8 | Aug 5, 2026 |
| CCC Intelligent Solutions Holdings Inc. | CCC | Information Technology | 8 | Jul 30, 2026 |
| Synopsys, Inc. | SNPS | Information Technology | 8 | Jun 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 8 | May 28, 2026 |
| Trimble Inc. | TRMB | Information Technology | 7 | Aug 12, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 7 | Aug 5, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 7 | Aug 4, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 7 | Jul 29, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 7 | Jul 28, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | May 19, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 7 | May 18, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 6 | Aug 12, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 6 | Aug 11, 2026 |
| Stereolabs Inc. | OUST | Information Technology | 6 | Aug 6, 2026 |
| Cognex Corporation | CGNX | Information Technology | 6 | Aug 6, 2026 |
| SolarEdge Technologies, Inc. | SEDG | Information Technology | 6 | Aug 5, 2026 |
| Procore Technologies, Inc. | PCOR | Information Technology | 6 | Jul 30, 2026 |
| Teradyne, Inc. | TER | Information Technology | 6 | Jul 29, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 6 | Jul 29, 2026 |
| Seco S.p.A. | IOT | Information Technology | 6 | Jun 24, 2026 |
| Infosys Limited | INFY | Information Technology | 6 | Jun 23, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 6 | Jun 4, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 6 | May 29, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 6 | May 28, 2026 |
| BlackBerry Limited | BB | Information Technology | 5 | Aug 12, 2026 |
| Kinaxis Inc. | KXS | Information Technology | 5 | Aug 11, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 5 | Aug 10, 2026 |
| AEye, Inc. | LIDR | Information Technology | 5 | Aug 6, 2026 |
| Bentley Systems, Incorporated | BSY | Information Technology | 5 | Aug 6, 2026 |
| D-Wave Quantum Inc. | QBTS | Information Technology | 5 | Aug 6, 2026 |
| Belden Inc. | BDC | Information Technology | 5 | Jul 30, 2026 |
| Arm Holdings plc | ARM | Information Technology | 5 | Jul 29, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 5 | Jul 29, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 5 | Jul 23, 2026 |
| Dassault Systèmes SE | DSY | Information Technology | 5 | Jul 23, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 5 | Jul 22, 2026 |
| Tata Consultancy Services Limited | TCS | Information Technology | 5 | Jul 9, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 5 | Jun 25, 2026 |
| Synaptics Incorporated | SYNA | Information Technology | 5 | Jun 25, 2026 |
| Accenture plc | ACN | Information Technology | 5 | Jun 18, 2026 |
| Credo Technology Group Holding Ltd | CRDO | Information Technology | 5 | Jun 4, 2026 |
Representative quotes
…expanded since then to more generally what we call physical A.EYE. And lidar has certainly had a place in the broader market of physical AI, and that's where the sinking part of the machine interacts with the physical world. And I'll tell you, defense has been…
…making progress in our vision and our goal. And we hope to get there. William Kingsley Crane (Analysts): Soon we talk about physical AI. It's important to think about probabilistic versus deterministic and especially when you think about safety and some of the implications for human safety…
…ones that are needing to -- there is absolutely no doubt that every company out there in some shape or form is either embracing AI or wants to know how to do it. And so I think as a telco, you are the first to the table, right? When…
…word on AI. I think it's essential these days to talk about it. My view is unchanged. In the subsurface, AI does not replace physics. It needs physics. The data exists in silos. The cost of a wrong answer is enormous. and the companies that win with…
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 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: August 13, 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.