NVIDIA (NVDA): FY27 Q1 earnings call, May 20, 2026
On its May 20, 2026 earnings call (FY27 Q1), NVIDIA said 15 of the 43 words Kalshi and Polymarket listed; Parrot’s count agreed with all 43 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
43 words · 15 settled yes · our count agreed on 43 of 43- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| AI 30+ times | Yes | 104 | 104 | ✓ | 85%transcripts from the transcript model | Hear it 2:47, AI 30+ times | – |
| Agent / Agentic 10+ times | Yes | 26 | 26 | ✓ | 68%transcripts from the transcript model | Hear it 5:23, Agent / Agentic 10+ times | – |
| Data Center 20+ times | Yes | 24 | 24 | ✓ | 59%transcripts from the transcript model | Hear it 3:16, Data Center 20+ times | – |
| Vara / Rubin 10+ times | Yes | 23 | 23 | ✓ | 50%transcripts from the transcript model | Hear it 10:23, Vara / Rubin 10+ times | – |
| Token 20+ times | Yes | 22 | 22 | ✓ | 34%transcripts from the transcript model | Hear it 3:52, Token 20+ times | – |
| Blackwell 10+ times | Yes | 20 | 20 | ✓ | 80%transcripts from the transcript model | Hear it 2:40, Blackwell 10+ times | – |
| Anthropic | Yes | 9 | 9 | ✓ | 84%transcripts from the transcript model | Hear it 9:03, Anthropic | – |
| Hyperscaler | Yes | 8 | 11 | ✓ | 86%n=2+tx from settlement history blended with transcripts | Hear it 2:45, Hyperscaler | – |
| OpenAI | Yes | 7 | 7 | ✓ | 90%transcripts from the transcript model | Hear it 9:04, OpenAI | – |
| Incredible / Unprecedented | Yes | 5 | 5 | ✓ | 90%transcripts from the transcript model | Hear it 7:09, Incredible / Unprecedented | – |
| Meta | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | Hear it 11:12, Meta | – |
| Self Driving | Yes | 2 | 2 | ✓ | 78%n=2+tx from settlement history blended with transcripts | Hear it 23:18, Self Driving | – |
| Silicon / Semiconductor | Yes | 2 | 2 | ✓ | 67%transcripts from the transcript model | Hear it 54:55, Silicon / Semiconductor | – |
| Gaming | Yes | 1 | 1 | ✓ | 90%n=3+tx from settlement history blended with transcripts | Hear it 5:27, Gaming | – |
| Humanoid | Yes | 1 | 1 | ✓ | 35%n=2+tx from settlement history blended with transcripts | Hear it 16:05, Humanoid | – |
| Omniverse | No | 0 | 0 | ✓ | 88%n=4+tx from settlement history blended with transcripts | – | |
| Gigawatt | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – | |
| Open Source | No | 0 | 0 | ✓ | 80%transcripts from the transcript model | – | |
| H20 | No | 0 | 0 | ✓ | 75%n=2+tx from settlement history blended with transcripts | – | |
| Cosmos | No | 0 | 0 | ✓ | 72%n=3+tx from settlement history blended with transcripts | – | |
| Gigascale | No | 0 | 0 | ✓ | 56%transcripts from the transcript model | – | |
| Superintelligence | No | 0 | 0 | ✓ | 56%transcripts from the transcript model | – | |
| TSMC | No | 0 | 0 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – | |
| Talent | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – | |
| EU / Europe | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – | |
| GPU In Space / GPUs in Space | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – | |
| Automation | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – | |
| Trump | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – | |
| Taiwan | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – | |
| Bubble | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – | |
| Disney | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – | |
| Arizona | No | 0 | 0 | ✓ | 23%n=2+tx from settlement history blended with transcripts | – | |
| AGI | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – | |
| Domestic | No | 0 | 0 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – | |
| GM / General Motors | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – | |
| AMD | No | 0 | 0 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – | |
| Circular | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Ethereum | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Layoff | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Nanometer | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| TPU | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| VR / Virtual Reality | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Demand”; 5 quoted, at least 25 words apart.
…increase was also a record. We capitalized on the inflection in inference demand by ramping Blackwell systems across our diverse end customer base, from hyperscalers…
…year-over-year and 21% sequentially, driven by sustained strength in our Blackwell architecture. Demand for GB300 and NVL72 was particularly strong, with frontier model builders and…
…market opportunity that far exceeds that of any other AI computing platform. Demand for AI infrastructure continues to expand at an unprecedented pace. The build-out…
Robust Blackwell workstation demand was a strong contributor to the growth, while consumer demand fell modestly due to higher memory and system prices. Our physical…
…to work vigorously on our supply chain ecosystem to address the incredible demand we see ahead of us, giving us full confidence in the $1…
Where the listed words were said
…token generation cost at inference. Spectrum-X, our end-to-end Ethernet platform purpose-built for AI, is now larger than all ethernet network peers combined. InfiniBand has also…
…and AI factories across industries and countries. Edge Computing highlights devices for agentic and physical AI, including PCs, gaming consoles, workstations, AI RAN based stations,…
…revenue of $15 billion nearly tripled year-over-year. Before we deep dive into data center, we'd like to brief you on our transition to a new…
…Starting this year, AWS will add more than 1 million Blackwell and Rubin GPUs and are collaborating on Spectrum-X networking. At Google, Blackwell will be…
…must choose the right architecture. With our extreme co-design approach, we deliver the industry's lowest token cost, the highest token throughput, and the highest ROI.
…reach $3 trillion-$4 trillion annually by the end of this decade. Our Blackwell architecture is everywhere, adopted and deployed by every major hyperscaler, every cloud…
…chips, infrastructure, models, and applications. Growth in the model layer, particularly at Anthropic and OpenAI, has been incredible, with momentum continuing to accelerate, including breakout…
…in each one of them. The easiest go-to-market, of course, is the hyperscaler, because there are only five or six of them. The rest of…
…Azure, CoreWeave, SpaceXAI, and more. Now, with the addition of Anthropic, too, OpenAI, Gemini, SpaceXAI, Meta, MSL, Microsoft AI, TML, Reflection, Perplexity, Cursor, and other…
…about the frontier AI companies, both Anthropic and OpenAI, growing at an incredible pace. The fact that they can grow within one month what some…
…model. With the addition of Anthropic to our existing partners, OpenAI, xAI, Meta and Mistral AI, Gemini and many others, our share of frontier AI…
…centers and the edge. Edge including, of course, what most people see, self-driving cars, robotics, but a large growing network of computers inside manufacturing plants,…
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