NVIDIA (NVDA): FY26 Q1 earnings call, May 28, 2025
On its May 28, 2025 earnings call (FY26 Q1), NVIDIA said 13 of the 20 words Kalshi listed; Parrot’s count agreed with 19 of 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 13 settled yes · our count agreed on 19 of 20- Kalshi: company speakers
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Inference | Yes | 22 | 25 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Data center | Yes | 12 | 12 | ✓ | 95%transcripts from the transcript model | – |
| Hopper | Yes | 9 | 9 | ✓ | 95%transcripts from the transcript model | – |
| Demand | Yes | 9 | 11 | ✓ | 95%transcripts from the transcript model | – |
| Cloud | Yes | 8 | 8 | ✓ | 94%transcripts from the transcript model | – |
| Omniverse | Yes | 7 | 7 | ✓ | 80%transcripts from the transcript model | – |
| GeForce | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Quantum | Yes | 3 | 3 | ✓ | 71%transcripts from the transcript model | – |
| Generative AI / Gen AI / Gen-AI | Yes | 1 | 1 | ✓ | 95%transcripts from the transcript model | – |
| CUDA | Yes | 1 | 1 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| H100 | Yes | 1 | 1 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| Export restriction | Yes | 1 | 1 | ✓ | 18%transcripts from the transcript model | – |
| A100 | No | 1 | 1 | ✗ | 37%transcripts from the transcript model | – |
| Mellanox | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| DGX Cloud | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| AMD | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Crypto / Cryptocurrency | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| GPU Shortage | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Star Wars | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
131 matches for “AI”; 5 quoted, at least 25 words apart.
…Data center revenue of $39 billion grew 73% year on year. The AI workloads have transitioned strongly to inference, and AI factory build-outs are driving…
…the US government's revised export control rules. Losing access to the China AI accelerator market, which we believe will grow to nearly $50 billion, would…
…available for model builders, enterprises, and sovereign customers to develop and deploy AI. On average, major hyperscalers are each deploying nearly 1,000 NBL72 racks, or…
…exponential growth in Azure OpenAI is representative of strong demand for Azure AI Foundry, as well as other AI services across Microsoft's platform. Inference serving…
…Corporation's programmable CUDA architecture and rich ecosystem. The pace and scale of AI factory deployments are accelerating, with nearly 100 NVIDIA Corporation-powered AI factories in…
Where the listed words were said
…with 50% more HBM, will deliver another 50% increase in dense FP4 inference compute performance compared to the B200. We remain committed to our annual…
…73% year-on-year increase in data center revenue. Blackwell contributed nearly 70% of data center compute revenue in the quarter, with a transition from Hopper nearly…
…is effectively closed to US industry. The H20 export ban ended our Hopper data center business in China. We cannot reduce Hopper further to comply.…
…have made Blackwell our fastest ramp ever. Against the backdrop of robust demand, we greatly improved our supply and availability in Q1 and expect to…
…AT&T, BYD, Capital One, Foxconn, MediaTek, and Telenor are strategically vital sovereign clouds like those recently announced in Saudi Arabia, Taiwan, and the UAE. We…
…in calendar Q3, and DGX Station later this year. We have deepened Omniverse's integration and adoption into some of the world's leading software companies, including…
…quarter, we brought Blackwell architecture to mainstream gaming with its launch of GeForce RTX 5060 and 5060 Ti, starting at just $299. The RTX 5060…
…Meta to the growing list of SpectrumX customers. Introduced Spectrum X and Quantum X silicon photonics switches, featuring the world's most advanced copacage optics. These…
…agents are doing these agents are really quite successful. Much more than generative AI, agentic AI, is game-changing. You know, agents can understand ambiguous and…
…era of robotics is here. Billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories and warehouses will be…
…our products are almost always shelved elsewhere. Note that over 99% of H100, H200, and Blackwell data center compute revenue billed to Singapore was for…
…chipmakers from US competition only strengthens them abroad and weakens America's position. Export restrictions have spurred China's innovation and scale. The AI race is not…
Agents: this page as TSV at /api/v1/appearances/nvidia:2025-05-28:earnings_call · words: /api/v1/brief?appearance=nvidia:2025-05-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP