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.
6 matches for “Production”; 5 quoted, at least 25 words apart.
…Corporation's Blackwell platform reached record levels, growing sequentially by 17%. We began production shipments of GB300 in Q2. Our full stack AI solutions for cloud…
…center scale for both training next-generation models and serving inference models in production. The new Blackwell Ultra platform has also had a strong quarter, generating…
…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…
…switch, and the silicon photonics processor. Rubin remains on schedule for volume production next year. Rubin will be our third-generation NVLink Rack Scale AI supercomputer…
…based on the Blackwell Ultra. NVIDIA RTX Pro servers are in full production for the world system makers. These are air-cooled PCIe-based systems integrated seamlessly…
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,…
…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…
…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…
…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…
…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…
…are started. Many startup companies are created. Very few products go into production. And the reason for that is it is really hard. Accelerated computing…
…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