Jensen Huang: Keynote, May 10, 2026

Carnegie Mellon Commencement Keynote

At the keynote on May 10, 2026, Jensen Huang said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 5 settled yes · our count agreed on 13 of 13

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
Robot / Robotic / Robotics Yes44✓–new new word, no probability yet–
Revolution / Revolutionary Yes33✓–new new word, no probability yet–
Trillion Yes11✓85%n=2 from settlement history–
Data Center Yes11✓81%n=2 from settlement history–
Innovative / Innovation Yes11✓–new new word, no probability yet–
Open Source No00✓88%n=3 from settlement history–
Claude No00✓–new new word, no probability yet–
Gaming No00✓–new new word, no probability yet–
Space No00✓–new new word, no probability yet–
Vibe Code No00✓–new new word, no probability yet–
China / Chinese No00✓–n=1 too little history for a probability–
Elon / Musk No00✓40%n=5 from settlement history–
Trump No00✓22%n=4 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 20, 2026 23:45 UTC.

Transcript

quotes of at most 25 words

Captions · machine-attributed · Carnegie Mellon University (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“Robot / Robotic / Robotics” · 1:38

…in your life. But for her, this is a dream come true. Please sit down. CMU students, like robots, take instructions one at a time.

Jensen Huangspeaker“Revolution / Revolutionary” · 7:25

My career started at the beginning of the PC revolution. Your career starts at the beginning of the AI revolution. I cannot imagine a more…

Jensen Huangspeaker“Trillion” · 13:01

And like electricity and the internet before it, AI will require trillions of dollars of infrastructure investment. This is the largest technology infrastructure buildout in…

Jensen Huangspeaker“Innovative / Innovation” · 11:39

…a responsibility to create thoughtful guardrails that protect society while still allowing innovation, discovery, and progress to move forward. History shows that societies that retreat…

Agents: this page as TSV at /api/v1/appearances/jensen-huang:2026-05-10:keynote · words: /api/v1/brief?appearance=jensen-huang:2026-05-10:keynote · columnar JSON in #parrot-data · llms.txt · MCP