Jensen Huang: NVIDIA Keynote, Oct 29, 2025

At the keynote on Oct 29, 2025, Jensen Huang said 12 of the 22 words Kalshi listed; Parrot’s count agreed with all 22 settlements. Quotes below are at most 25 words each.

Updated

Markets

22 words · 12 settled yes · our count agreed on 22 of 22

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Quantum Yes3636✓–new new word, no probability yet–
Blackwell Yes2323✓–new new word, no probability yet–
Rubin Yes1313✓–new new word, no probability yet–
Open Source Yes1212✓–new new word, no probability yet–
Arizona Yes33✓–new new word, no probability yet–
Trump Yes33✓–new new word, no probability yet–
Newton Yes22✓–new new word, no probability yet–
Self Driving Yes22✓–new new word, no probability yet–
TSMC Yes22✓–new new word, no probability yet–
500 Billion Yes11✓–new new word, no probability yet–
Elon / Musk Yes11✓–new new word, no probability yet–
Humanoid Yes11✓–new new word, no probability yet–
Battlefield 6 No00✓–new new word, no probability yet–
Capital No00✓–new new word, no probability yet–
Domestic No00✓–new new word, no probability yet–
GM / General Motors No00✓–new new word, no probability yet–
Hyperscaler No00✓–new new word, no probability yet–
RTX 50 No00✓–new new word, no probability yet–
Stargate No00✓–new new word, no probability yet–
Supersonic No00✓–new new word, no probability yet–
Taiwan No00✓–new new word, no probability yet–
VR / Virtual Reality No00✓–new new word, no probability yet–

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 20, 2026 23:45 UTC.

Transcript

quotes of at most 25 words

Captions · machine-attributed · NVIDIA (YouTube) · Source · Quotes of at most 25 words; the full recording is on the publisher's official channel.

Machine-attributed. Speaker turns are labelled by a model, not the publisher.

Where the listed words were said

Jensen Huangspeaker“Quantum” · 10:32

…healthcare. And the list goes on. Uh, genomics processing, Ariel, pay attention. We're going to do something really important here today. Um, cuQuantum quantum computing.

Jensen Huangspeaker“Blackwell” · 17:48

…NVIDIA Arc. The Aerial Radio Network Computer, Aerial RAM computer, Arc. Arc is built from three fundamental new technologies. the Grace CPU, the Blackwell GPU,

Jensen Huangspeaker“Rubin” · 1:01:41

of Rubin through 2026. And as you know, 2025 is not over yet and 2026 hasn't started. This is how much business is on the…

Jensen Huangspeaker“Open Source” · 1:19:10

…these incredible ecosystem of partners working with us. Let's talk about models. Open source models particularly in the last couple years. Several things have happened.…

Jensen Huangspeaker“Arizona” · 1:03:12

…of AI has begun. Blackwell is its engine, an engineering marvel. In Arizona, it starts as a blank silicon wafer. Hundreds of chip processing and…

Jensen Huangspeaker“Trump” · 32:14

…a whole fundamentally different stack. Everything from the need for energy. And this is another area where our administration, President Trump gets deserves enormous credit.

Jensen Huangspeaker“Newton” · 1:34:11

…new framework and sim simulation platform uh based on revolutionary technology called Newton. And that Newton uh simulator makes it possible for the the robot…

Jensen Huangspeaker“Self Driving” · 39:58

the case of a self-driving car, it has to process the context of the car. context processing. What is the instruction you're asking the AI…

Jensen Huangspeaker“TSMC” · 9:13

…took us nearly seven years to get here with cuLitho and now TSMC uses it, Samsung uses it, ASML uses it. This is an incredible…

Jensen Huangspeaker“500 Billion” · 1:02:17

…quarter to go for 2025. And then we have four quarters. So the next five quarters there's $500 million $500 billion half a trillion dollars.

Jensen Huangspeaker“Elon / Musk” · 1:32:47

It is very likely that humanoid robots and uh my friend Elon is also working on this that this is likely going to be one…

Agents: this page as TSV at /api/v1/appearances/jensen-huang:2025-10-29:keynote · words: /api/v1/brief?appearance=jensen-huang:2025-10-29:keynote · columnar JSON in #parrot-data · llms.txt · MCP