NVIDIA (NVDA): FY26 Q2 earnings call, Aug 27, 2025
On its Aug 27, 2025 earnings call (FY26 Q2), NVIDIA said 15 of the 15 words Kalshi and Polymarket listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 15 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Blackwell | Yes | 29 | 32 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Datacenter | Yes | 24 | 29 | ✓ | 96%transcripts from the transcript model | – |
| Robotic | Yes | 17 | 17 | ✓ | 92%transcripts from the transcript model | – |
| Enterprise | Yes | 15 | 15 | ✓ | 95%transcripts from the transcript model | – |
| Networking | Yes | 13 | 14 | ✓ | 92%transcripts from the transcript model | – |
| China | Yes | 12 | 15 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Inference | Yes | 11 | 11 | ✓ | 97%n=2+tx from settlement history blended with transcripts | – |
| Hopper | Yes | 9 | 12 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Production | Yes | 6 | 6 | ✓ | 84%transcripts from the transcript model | – |
| Sovereign | Yes | 4 | 4 | ✓ | 84%transcripts from the transcript model | – |
| Gaming | Yes | 2 | 2 | ✓ | 89%transcripts from the transcript model | – |
| Omniverse | Yes | 2 | 2 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Automotive | Yes | 1 | 1 | ✓ | 83%transcripts from the transcript model | – |
| Cosmos | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | – |
| Professional | Yes | 1 | 1 | ✓ | 46%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
105 matches for “AI”; 5 quoted, at least 25 words apart.
…17%. We began production shipments of GB300 in Q2. Our full stack AI solutions for cloud service providers, Neo Clouds, enterprises, and sovereigns are all…
…models compared to H100. Compared to the previous Hopper generation, GV300 NDL72 AI factories promise a 10x improvement in token per watt energy efficiency, which…
…volume production next year. Rubin will be our third-generation NVLink Rack Scale AI supercomputer with a full-scale supply chain. This keeps us on track with…
…competitive markets. We want to win the hearts of every developer. America's AI technology stack can be the world's standard if we race and compete…
…this calendar year alone, nearly doubling in two years. We expect annual AI infrastructure investments to continue growing, driven by several factors: reasoning agentic AI…
Where the listed words were said
…both training next-generation models and serving inference models in production. The new Blackwell Ultra platform has also had a strong quarter, generating tens of billions…
…of China. The sequential increase in Hopper demand indicates the breadth of data center workloads that run on accelerated computing and the power of CUDA…
…AWS, Google Quantum, AI, Quantinuum, QEra, and SciQuantum. Justin Thor, our new robotics computing platform, is now available. Thor delivers an order of magnitude greater…
…air-cooled PCIe-based systems integrated seamlessly into standard IT environments and run traditional enterprise 90 companies, including many global leaders, are already adopting RTX Pro servers.…
…Sovereign AI revenue this year, more than double that of last year. Networking delivered record revenue of $7.3 billion, and escalating demands of AI compute…
…sales of H20 to China customers. While a select number of our China-based customers have received licenses over the past few weeks, we have not…
…has set the benchmark as it is the new standard for AI inference performance. The market for AI inference is expanding rapidly with reasoning and…
…platform delivers a 50x increase in energy efficiency per token compared to Hopper, enabling companies to monetize their compute at unprecedented scale. For instance, a…
…early August were successfully converted to support the GV300 ramp. Today, full production is underway. The current run rate is back at full speed, producing…
…centers, RTX Pro servers are poised to become a multibillion-dollar product line. Sovereign AI is on the rise as the nation's ability to develop its…
…data center compute revenue billed to Singapore was for US-based customers. Our gaming revenue was a record $4.3 billion, a 14% sequential increase and a…
…representing a significant long-term demand driver for our data center platform. NVIDIA Omniverse with Cosmos is our data center physical AI digital platform built for…
Agents: this page as TSV at /api/v1/appearances/nvidia:2025-08-27:earnings_call · words: /api/v1/brief?appearance=nvidia:2025-08-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP