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.
25 matches for “Demand”; 5 quoted, at least 25 words apart.
…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 diverse…
…year-over-year. Growth was driven by neocloud capacity additions to meet the rising demand from enterprises, AI startups, and sovereigns, as well as hyperscalers purchasing capacity…
…approximately 3 GW at the end of 2025. Incredibly, we are seeing demand acceleration even at our scale. Customers' forecasts point to our growth doubling…
…the world. Rising adoption of agentic AI is driving an acceleration in demand for data center CPUs. Our Grace CPU, introduced in 2021, has been…
…including OCI, SpaceXAI, and starting this quarter, AWS. We continue to see demand for approximately $20 billion in total server CPUs. Based on our customer…
Where the listed words were said
Besides building the best AI computing technologies and the most capable supply chain, NVIDIA has three unique capabilities that are engines powering our growth. First,…
…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…
…Rubin exemplifies this, delivering 30x higher throughput per megawatt and 35x lower token cost relative to Grace Blackwell Ultra. We commenced production shipments of Vera…
…these investments are designed to help the frontier labs, especially OpenAI and Anthropic, but both of them are designing their own custom chips. In fact,…
…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.
…is vital to them. The reason for that is because you should rent intelligence, strong intelligence, smart intelligence wherever you can, which is the reason…
…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…
…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