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.
15 matches for “China”; 5 quoted, at least 25 words apart.
…July, the US government began reviewing licenses for sales of H20 to China customers. While a select number of our China-based customers have received licenses…
…We continue to advocate for the US government to approve Blackwell for China. Our products are designed and sold for beneficial commercial use, and every…
…$650 million of H20 in Q2 to an unrestricted customer outside of China. The sequential increase in Hopper demand indicates the breadth of data center…
…Omniverse platform. Transitioning to a quick summary of our revenue by geography. China declined on a sequential basis to low single digits percentage of data…
…in sequential growth. Again, we do not assume any H20 shipments to China customers in our outlook. GAAP and non-GAAP gross margins are expected to…
Where the listed words were said
…grew sequentially despite the $4 billion decline in H20 revenue. NVIDIA Corporation's Blackwell platform reached record levels, growing sequentially by 17%. We began production shipments…
…builders, including OpenAI, Meta, and Mastral, are using the GB200 NBL72 at data center scale for both training next-generation models and serving inference models in…
…Sovereign AI, enterprise AI adoption, and the arrival of physical AI and robotics. Blackwell has set the benchmark as it is the new standard for…
…demand. This growth is fueled by capital expenditures from the cloud to enterprises, which are on track to invest $600 billion in data center infrastructure…
…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…
The China market, I have estimated to be above $50 billion of opportunity for us this year. If we were able to address it, with…
…their GV300 instance to market as they are already seeing 10x more inference performance on reasoning models compared to H100. Compared to the previous Hopper…
…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