Jensen Huang: NVIDIA CES Keynote, Jan 5, 2026
At the keynote on Jan 5, 2026, Jensen Huang said 12 of the 34 words Kalshi and Polymarket listed; Parrot’s count agreed with 33 of 34 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
34 words · 12 settled yes · our count agreed on 33 of 34- Kalshi: named speaker only
Kalshi - Polymarket: named speaker only
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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence 10+ times | Yes | 146 | 146 | ✓ | –new new word, no probability yet | – |
| Rubin | Yes | 30 | 30 | ✓ | –n=1 too little history for a probability | – |
| Blackwell | Yes | 7 | 7 | ✓ | –n=1 too little history for a probability | – |
| Open Source | Yes | 6 | 6 | ✓ | –n=1 too little history for a probability | – |
| Self Driving | Yes | 4 | 4 | ✓ | –n=1 too little history for a probability | – |
| Self-Driving 3+ times | Yes | 4 | 4 | ✓ | –new new word, no probability yet | – |
| Humanoid | Yes | 3 | 3 | ✓ | –n=1 too little history for a probability | – |
| Palantir | Yes | 3 | 3 | ✓ | –new new word, no probability yet | – |
| Grok | Yes | 2 | 2 | ✓ | –new new word, no probability yet | – |
| Elon / Musk | Yes | 1 | 1 | ✓ | 80%n=2 from settlement history | – |
| TSMC | Yes | 1 | 1 | ✓ | 80%n=2 from settlement history | – |
| Happy New Year | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Million / Billion / Trillion 20+ times | No | 20 | 20 | ✗ | –new new word, no probability yet | – |
| Gemini / Perplexity 4+ times | No | 2 | 2 | ✓ | –new new word, no probability yet | – |
| 500 Billion | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Arizona | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Quantum | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Trump | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Bubble | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Crypto / Bitcoin | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Human Robot / Human Robotic | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Lidar | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Quantum 5+ times | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Ray Traced / Ray Tracing | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Hyperscaler / Hyperscale | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Capital | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Domestic | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| GM / General Motors | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Hyperscaler | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| RTX 50 | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Stargate | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Supersonic | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| VR / Virtual Reality | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Taiwan | No | 0 | 0 | ✓ | 17%n=2 from settlement history | – |
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 wordsCaptions · machine-attributed · NVIDIA (YouTube) · Source · Quotes of at most 25 words; the full recording is on the publisher's official channel.
30 matches for “Rubin”; 5 quoted, at least 25 words apart.
…really special. You guys want to do that? Let's talk about Vera Rubin. Vera Rubin Yeah, go ahead. She's an American astronomer. She was the…
…matter, um that occupies space even though we don't see it. And so, Vera Rubin is the person that we named our next computer after.
And if Vera Rubin is going to be in time for this year, it must be in production by now. And so, today I can…
And the Rubin GPU. Vera and Rubin are co-designed from the start to bidirectionally and coherently share data faster and with lower latency. Then, 17,000…
…DPU offloads storage and security, so compute stays fully focused on AI. The Vera Rubin compute tray, completely redesigned with no cables, hoses, or fans.
Where the listed words were said
While we now move to AI, applications are now going to be built on top of AI. At first, people thought AIs are applications, and…
…packaged optics scale out thousands of racks into an AI factory. 15,000 engineer years since design began, the first Vera Rubin MVL-72 rack comes online.
…the IO performance is incredible. This is the Rubin GPU. It's 5x Blackwell in floating performance. But, the important thing is go to the bottom…
…We can now know that AI is going to proliferate everywhere when open source, when open innovation, when innovation across every single company and every…
…a little bit about ElpaMayo, the work that we've been doing in self-driving cars. Not only do we open source the models, we also open…
…use it ourselves as well. We use it ourselves to create our self-driving car. Using it for scenario generation and using it for evaluation, we…
…world foundation model, one that understand how the world works. Groot, a humanoid robotic system, articulation, mobility, locomotion, these models, these technologies are now being…
…of working with some of the world's leading enterprise platform companies. Uh Palantir, for example. I um their their entire AI and data processing platform…
…next frontier model uh Elon's already mentioned that the next version of Grok, Grok 5, I think is 7 trillion parameters. So, this is 10.
…you. This is this is the world's first manufacturing chip using uh TSMC's new process that we co-innovated called Co-op. It's a silicon photonics integrated…
…the stage, NVIDIA founder and CEO, Jensen Huang. Hello, Las Vegas. Happy New Year. Welcome to CES. Well, we have about 15 keynotes worth of…
Agents: this page as TSV at /api/v1/appearances/jensen-huang:2026-01-05:keynote · words: /api/v1/brief?appearance=jensen-huang:2026-01-05:keynote · columnar JSON in #parrot-data · llms.txt · MCP