Which companies discussed Physical AI in Real Estate in earnings calls?
97 companies mentioned physical ai across 160 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Iron Mountain Incorporated (9 calls), Equinix, Inc. (6 calls), Simon Property Group, Inc. (4 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 | 14 |
| 2024Q4 | 22 |
| 2025Q1 | 28 |
| 2025Q2 | 19 |
| 2025Q3 | 36 |
| 2025Q4 | 29 |
| 2026Q1 | 51 |
| 2026Q2 | 41 |
| 2026Q3 | 24 |
Companies ranked by mentions
Representative quotes
Operator (Operator): Our last question is from Ronald Kamdem with Morgan Stanley. Ronald Kamdem (Analysts): Great. I just had a quick one, just AI related. We're a couple of months into this journey now. And when you're thinking about sort of your business and as well…
…also happen inside a physical cage or inside a physical data center. It's not like that needs to move around the metro. So I think it's wait and see, but there's no doubt that AI is going to drive a ton of interconnection. Brandon Nispel…
…quarter, while the market benefited from hosting World Cup matches. Its performance continues to be primarily driven by the ongoing expansion of the AI industry, which is fueling corporate investment and business travel against the backdrop of a more constructive local environment, giving us confidence in the positive…
…addition, kind of having an analysis of employees and hours and being able able to kind of move individuals around appropriately within an AI kind of focused structure. And so I think some of those cost savings we're going to see over more of a midterm type…
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 Real Estate in the past year?
Iron Mountain Incorporated (IRM) led with 9 calls referencing physical ai, most recently on August 5, 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.