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.
15 matches for “H20”; 5 quoted, at least 25 words apart.
…firm. On April 9, the US government issued new export controls on H20, our data center GPU designed specifically for the China market. We sold…
…to sell through our inventory. In Q1, we recognized $4.6 billion in H20 revenue, which occurred prior to April 9, but also recognized a $4.5…
…center revenue, is slightly below our expectations and down sequentially due to H20 export licensing controls. For Q2, we expect a meaningful decrease in China…
…a decline in China revenue. Note, our outlook reflects a loss in H20 revenue of approximately $8 billion for the second quarter. GAAP and non-GAAP…
…the $50 billion China market is effectively closed to US industry. The H20 export ban ended our Hopper data center business in China. We cannot…
Where the listed words were said
…enable data center scale workloads and to achieve the lowest cost per inference token. These systems are complex to build, we have seen a significant…
…reuse certain materials. We are still evaluating our limited options to supply data center compute products compliant with the US government's revised export control rules.…
…performance of Blackwell through its operational life as we have done with Hopper and Ampro. For example, we increased the inference performance of Hopper by…
…cycles of our customers. We are witnessing a sharp jump in inference demand. OpenAI, Microsoft, and Google are seeing a step function leap in token…
…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…
…PC and creator and gamers. With a 100 million user installed base, GeForce represents the largest footprint for PC developers. This quarter, we added to…
…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