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.
11 matches for “Inference”; 5 quoted, at least 25 words apart.
…NBL72 at data center scale for both training next-generation models and serving inference models in production. The new Blackwell Ultra platform has also had a…
…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…
…several factors: reasoning agentic AI requiring orders of magnitude more training and inference compute, global build-outs for Sovereign AI, enterprise AI adoption, and the arrival…
…and CUDA full stack architecture addresses this by redefining the economics of inference. New NVFP44 bit precision and NVLink 72 on the GB300 platform delivers…
…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.…
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…
…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…
…for factory design and AV validation, and Disney for immersive storytelling. As enterprises modernize data centers, RTX Pro servers are poised to become a multibillion-dollar…
…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…
…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…
…OpenAI to optimize their open-source GPT models for high-quality, fast, and efficient inference on millions of RTX-enabled window devices. With the RTX platform stack, window…
…it possible for Blackwell to deliver such an extraordinary generational jump over Hopper's MBLink eight. At a time when we have long-thinking models, agentic AI…
…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