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.
29 matches for “Datacenter”; 5 quoted, at least 25 words apart.
…billion, exceeding our outlook as we grew sequentially across all market platforms. Data center revenue grew 56% year over year. Data center revenue also grew…
…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…
…improvement in token per watt energy efficiency, which translates to revenues as data centers are power limited. The chips of the Rubin platform are in…
…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…
…cloud to enterprises, which are on track to invest $600 billion in data center infrastructure and compute this calendar year alone, nearly doubling in two…
Where the listed words were said
…bill more. We continue to advocate for the US government to approve Blackwell for China. Our products are designed and sold for beneficial commercial use,…
…design and AV validation, and Disney for immersive storytelling. As enterprises modernize data centers, RTX Pro servers are poised to become a multibillion-dollar product line.…
…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…
…Q2. Our full stack AI solutions for cloud service providers, Neo Clouds, enterprises, and sovereigns are all contributing to our growth. We are at the…
…our pace of an annual product cadence and continuous innovation across compute, networking, systems, and software. In late July, the US government began reviewing licenses…
…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…
…delivered a clean sweep. Be on the lookout for the upcoming MLPerf inference results in September, which will include benchmarks based on the Blackwell Ultra.…
…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…
…climate modeling. We are on track to achieve over $20 billion in Sovereign AI revenue this year, more than double that of last year. Networking…
…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