NVIDIA (NVDA): FY27 Q2 earnings call, Aug 26, 2026
On its Aug 26, 2026 earnings call (FY27 Q2), NVIDIA said 12 of the 26 words Kalshi and Polymarket listed; Parrot’s count agreed with all 26 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
26 words · 12 settled yes · our count agreed on 26 of 26- 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 20+ times | Yes | 73 | 73 | ✓ | 87%transcripts from the transcript model | Hear it 2:28, AI 20+ times | – |
| Data Center 10+ times | Yes | 21 | 21 | ✓ | 81%transcripts from the transcript model | Hear it 2:53, Data Center 10+ times | – |
| Hyperscaler | Yes | 12 | 12 | ✓ | 89%n=3+tx from settlement history blended with transcripts | Hear it 2:39, Hyperscaler | – |
| Enterprise | Yes | 10 | 10 | ✓ | 95%n=1+tx from settlement history blended with transcripts | Hear it 2:42, Enterprise | – |
| Token 10+ times | Yes | 10 | 10 | ✓ | 55%transcripts from the transcript model | Hear it 5:05, Token 10+ times | – |
| Anthropic | Yes | 3 | 3 | ✓ | 89%n=1+tx from settlement history blended with transcripts | Hear it 6:23, Anthropic | – |
| China | Yes | 2 | 2 | ✓ | 93%n=2+tx from settlement history blended with transcripts | Hear it 22:08, China | – |
| Rent | Yes | 2 | 2 | ✓ | 46%transcripts from the transcript model | Hear it 47:43, Rent | – |
| Dividend | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | Hear it 23:30, Dividend | – |
| Omniverse | Yes | 1 | 1 | ✓ | 63%n=5+tx from settlement history blended with transcripts | Hear it 4:26, Omniverse | – |
| Cosmos | Yes | 1 | 1 | ✓ | 48%n=4+tx from settlement history blended with transcripts | Hear it 4:27, Cosmos | – |
| Taiwan | Yes | 1 | 1 | ✓ | 13%n=4+tx from settlement history blended with transcripts | Hear it 15:00, Taiwan | – |
| Dividend 2+ times | No | 1 | 1 | ✓ | 44%transcripts from the transcript model | Hear it 23:30, Dividend (2+ times) | – |
| Gaming | No | 0 | 0 | ✓ | 87%n=4+tx from settlement history blended with transcripts | – | |
| Self Driving | No | 0 | 0 | ✓ | 80%n=3+tx from settlement history blended with transcripts | – | |
| H20 | No | 0 | 0 | ✓ | 57%n=3+tx from settlement history blended with transcripts | – | |
| Humanoid | No | 0 | 0 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – | |
| TSMC | No | 0 | 0 | ✓ | 41%n=3+tx from settlement history blended with transcripts | – | |
| Talent | No | 0 | 0 | ✓ | 33%n=3+tx from settlement history blended with transcripts | – | |
| Hermes | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – | |
| Automation | No | 0 | 0 | ✓ | 28%n=3+tx from settlement history blended with transcripts | – | |
| Domestic | No | 0 | 0 | ✓ | 17%n=3+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 15%n=3+tx from settlement history blended with transcripts | – | |
| Arizona | No | 0 | 0 | ✓ | 13%n=3+tx from settlement history blended with transcripts | – | |
| GM / General Motors | No | 0 | 0 | ✓ | 13%n=3+tx from settlement history blended with transcripts | – | |
| Trump | No | 0 | 0 | ✓ | 13%n=4+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.
4 matches for “CUDA”; 4 quoted, at least 25 words apart.
…capability is the combination of our full stack AI factory and rich CUDA ecosystem, allowing us to extend AI into markets a single chip alone…
…their AI infrastructure, bring it to full operation, continuously optimize it through CUDA software, and connect it to offtake demand from our vast developer ecosystem.…
…AI factory platform capturing more of the data center TAM, and a CUDA ecosystem that extends AI into markets no single chip could reach alone,…
…amount of compute. That is equally true for open models. Our position in open models is very good because the CUDA ecosystem is literally everywhere.
Where the listed words were said
…year-over-year as growth accelerated for the fourth consecutive quarter. The surge in AI demand is driving a global infrastructure build-out, supported by an expanding and…
…full stack AI factory platform that is expanding our share of the data center TAM. Since Hopper, our revenue opportunity has grown from roughly $18…
…industry backlog now greater than $2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 billion in 2026 and $1.3 trillion…
…from both sub-segments, hyperscale and ACIE, which includes our neocloud, industrial, and enterprise customers. Hyperscale revenue of $49 billion grew 13% sequentially, driven by sustained…
…designs, our neocloud partners are bringing capacity online faster and at lower token cost. They are expected to exit the year with 8 GW in…
…models alike, adoption is skyrocketing. NVIDIA runs the leading closed models, OpenAI, Anthropic, Groq, Meta, Gemini, and the leading open models, TML, Mistral, Qwen, Kimi,…
…less than 1% of our total data center revenue in Hopper 200 products to customers based in China in accordance with the U.S. government licenses.
…intelligence, smart intelligence wherever you can, which is the reason why we rent it, and I encourage my employees to use the cloud service as…
…shareholders, $20 billion through share repurchases, and $6 billion through our quarterly dividend of $0.25 per share. Relative to our plan to return 50% or…
…Amazon Bedrock and SageMaker. Amazon will also adopt our full physical AI stack, Omniverse, Cosmos, Isaac, and Jetson to power its fleet of warehouse robots.
…emerging everywhere. Firebird in Armenia, Cassava Technologies across Africa, GMI Cloud in Taiwan, Yotta and Neysa in India, Firmus in Australia, YTL AI Cloud in…
Agents: this page as TSV at /api/v1/appearances/nvidia:2026-08-26:earnings_call · words: /api/v1/brief?appearance=nvidia:2026-08-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP