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.
7 matches for “Microsoft”; 5 quoted, at least 25 words apart.
…per week, and are on track to further ramp output this quarter. Microsoft, for example, has already deployed tens of thousands of Blackwell GPUs and…
…our customers. We are witnessing a sharp jump in inference demand. OpenAI, Microsoft, and Google are seeing a step function leap in token generation. Microsoft…
…in inference speed. Leading platform companies including Accenture, Cadence, Deloitte, and Microsoft are transforming work with our reasoning models. NVIDIA Corporation's Nexmo microservices…
…Adoption is widespread across major CSPs and consumer Internet companies, including Coreweave, Microsoft Azure, Oracle Cloud, and XAI. This quarter, we added Google Cloud and…
…added to our AI PC laptop offerings, including models capable of running Microsoft's Copilot. Plus, this past quarter, we brought Blackwell architecture to mainstream gaming…
Where the listed words were said
…grew 73% year on year. The AI workloads have transitioned strongly to inference, and AI factory build-outs are driving significant revenue. Our customers' commitments are…
…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.…
…of data center compute revenue in the quarter, with a transition from Hopper nearly complete. The introduction of GB200 NBL was a fundamental architectural change…
…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…
…the world runs on. As that stack grows to include 6G and quantum, US global infrastructure leadership is at stake. The US has based its…
…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…
…times over two years. This is the benefit of NVIDIA Corporation's programmable CUDA architecture and rich ecosystem. The pace and scale of AI factory deployments…
…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…
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