CoreWeave (CRWV): FY26 Q2 earnings call, Aug 11, 2026
On its Aug 11, 2026 earnings call (FY26 Q2), CoreWeave said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Nvidia 3+ times | Yes | 9 | 9 | ✓ | 75%transcripts from the transcript model | – |
| Storage | Yes | 3 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Solidigm | Yes | 2 | 3 | ✓ | 17%transcripts from the transcript model | – |
| Government | Yes | 1 | 1 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| Meta | No | 0 | 1 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Marimo | No | 0 | 0 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| CrowdStrike / Crowd Strike | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Anthropic | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| China / Chinese | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Healthcare | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 14%n=1+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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Nvidia”; 5 quoted, at least 25 words apart.
…not exist before. Caterpillar is a powerful example. Together, we will deploy NVIDIA's Vera Rubin platform to support Caterpillar's physical AI training and inference at…
…Q2, we became the first cloud provider to bring up and validate NVIDIA's Vera Rubin NVL72, leveraging our innovations in software-defined liquid cooling and rack…
Building on our close partnerships with NVIDIA and our OEM and ODM partners, our recent long-term agreement with Solidigm is one illustration of how we…
…is real as we remain largely sold out of prior generations of NVIDIA GPUs in addition to the current SKUs. As our earlier generation fleets…
…the transaction demonstrated the credit market's growing conviction in long-term value of NVIDIA infrastructure running on CoreWeave Cloud. This financing is significant as it unlocks…
Where the listed words were said
…years now, that the most bleeding-edge solutions that are coming out of NVIDIA, that we build into our cloud and deliver to our most demanding…
…require our platform, which integrates these capabilities with a broader portfolio of storage, CPU, and networking services across a distributed footprint of data centers globally.…
…with operational discipline and leveraging our partner relationships, including new ones like Solidigm, to strategically source required inputs. Turning to our balance sheet and strong…
…That is based on transparency. You have to work with the local governments. You have to work with the utilities. You have to work with…
Agents: this page as TSV at /api/v1/appearances/coreweave:2026-08-11:earnings_call · words: /api/v1/brief?appearance=coreweave:2026-08-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP