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.
10 matches for “Robotic”; 5 quoted, at least 25 words apart.
…SAP and Schneider Electric. New Omniverse blueprints such as MEGA for at-scale robotic fleet management are being leveraged by Keyon Group, Pegatron, Accenture, and other…
…begun integrating Cosmos into their operations for synthetic data generation. While agility robotics, Boston Dynamics, and XPEN robotics are harnessing Isaac simulation to advance their…
…platform speeds development of robotic imaging and surgery systems. The era of robotics is here. Billions of robots, hundreds of millions of autonomous vehicles, and…
…that every company will have AI factories, and very soon, there'll be robotics companies, robot companies, and those companies will be also building AIs to…
…when Omniverse and AI and all the work that we're doing with robotics is emerging. And so this fourth pillar is quite important. Every factory…
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…
…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…
…Industrial AI, from training to digital twin simulation to deployment, NVIDIA Corporation's Omniverse and Isaac Groot are powering next-generation factories and humanoid robotic systems worldwide.…
…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…
…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…
…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