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.

2 matches for “Super Bowl”; 1 quoted, at least 25 words apart.

Jensen Huangspeaker5:38

without all of our ecosystem partners. This is the Super Bowl of AI, people say. And therefore, every Super Bowl should have an amazing pregame…

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