Which companies discussed Physical AI in Information Technology in earnings calls?
435 companies mentioned physical ai across 845 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 | 278 |
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 |
| Ambarella, Inc. | AMBA | Information Technology | 6 | May 28, 2026 |
| Autodesk, Inc. | ADSK | 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 |
| Accenture plc | ACN | Information Technology | 5 | Jun 18, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 5 | Jun 9, 2026 |
| Credo Technology Group Holding Ltd | CRDO | Information Technology | 5 | Jun 4, 2026 |
| Cisco Systems, Inc. | CSCO | 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 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 5 | May 27, 2026 |
| Cognex Corporation | CGNX | Information Technology | 5 | May 27, 2026 |
| Synaptics Incorporated | SYNA | Information Technology | 5 | May 18, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 5 | May 18, 2026 |
| AEye, Inc. | LIDR | Information Technology | 5 | May 13, 2026 |
| Nebius Group N.V. | NBIS | 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 |
| 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 |
| Applied Materials, Inc. | AMAT | Information Technology | 4 | May 28, 2026 |
| Ralliant Corporation | RAL | Information Technology | 4 | May 28, 2026 |
| CXApp Inc. | CXAI | Information Technology | 4 | May 13, 2026 |
| Novanta Inc. | NOVT | Information Technology | 4 | May 12, 2026 |
| Digimarc Corporation | DMRC | 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
…massive market when you start to think about how it's not about even assets, everything is going to the physical world, right? Physical AI is coming. Everything is going to be connected. And so you can't have an AI revolution unless you have critical infrastructure…
…supporting training and inference, using these models for productive purposes as well as all the devices, AI-enabled devices that interface with these models. So things like mobile phones, computers, physical devices, like cars and robotics as well. So how do we measure this adoption rate of AI…
…from migration, modernization, in ops, dev ops, et cetera, will be critical there. Security services, and a range of AI services and AI agents. So all of this Redington is in the middle of orchestrating to take us through the journey. If you go forward, I look…
…identic AI in the enterprise. We're leveraging our innovative networking, cloud and AI portfolio, helping customers move from AI experimentation to fully autonomous operations at scale. During your keynote, you shared that we are deepening our work with NVIDIA with the next phase of AI factories…
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 18, 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.