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.

1 match for “Trillion”; 1 quoted, at least 25 words apart.

Jensen Huangspeaker13:01

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…

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“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